Merging Customers in coreSTORE

Created by Ezra Weinstein, Modified on Thu, 01 Dec 2022 at 10:40 AM by Hannah Harris

Step 1. Go to the Customers module.

Step 2. If you want to find duplicates by name, click the Find Duplicates by Name button (A), or if you want to find duplicates by the e-mail address, click the Find Duplicates by Email button (B).

Step 3. Click on the name of the customer you want to merge. 

Step 4. Click both checkboxes by the customer's name.

Step 5. Click on the Merge button.

Step 6. This will pop-up the Merge Customers dialog. Make sure that the customer ID listed in the From Customer field (C) is the customer with the LEAST information, and that the customer id listed in the To Customer field (D) is the customer with the MOST information. If the customer ids are not in the correct order, click on the From Customer field and select the correct customer id from the drop-down list that will show, then verify one more time to make sure the right customer id is in the right place. Once you are COMPLETELY certain that the customer IDs are in the right fields, click the OK button (E) to merge the customer IDs together.


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