Knowledge Base

Retail Express

Merge Customers

Maintaining your data is essential to get the maximum business intelligence on your customer database. Duplicate customer accounts can exist for a number of reasons, including mistyped information, changed email addresses or mobile phone numbers and eCommerce integrations.

The Merge Customers feature in Retail Express makes it easy to merge duplicates into a single customer profile (their "master record"). We even merge transactions, including:

Sales
Returns
Vouchers
Loyalty

Using the Merge Customers option

First, you may need to enable access to your Security Profile to be able to use the merge customer feature. This is configured within Staff > Profile Security, select your profile and enable the "Merge Customers" option.

Then, to merge customers:

Open Retail Express
Navigate to Customers > Customers
The Customer Manager page will be displayed. Select from the Filters as required (see below for a detailed explanation)

📋 Note: You can search for up to 25 commas or space-delimited customer ID’s and Customer Number on the filter page.

Click the Search button
The Results will be displayed
Select the Records you want to merge
Tip: You can select up to 5 Records to merge in a single instance.
Click the Merge Selected button at the bottom. If you don't have access, you'll need to enable your staff user profile to have the required security clearance. This is configured in Staff > Profile Security, or contact your manager/administrator.
Use the below options to merge customers:
1 - View additional fields if needed
2 - Select the Master Record you want to retain
3 - Optionally you can choose the specific fields you wish to retain, else we will retain all fields from the master you nominate in step 2.
4 - Preview your final Customer Record
Click the Merge button at the left bottom corner
Type "MERGE" in the box
Click the Confirm button
The selected customers and fields will be merged.
The new master record will now contain all transactional information and customer details per your selections made in step 9 above.
The customer IDs of the records that were "merged into the master" will be deleted and can no longer be found in search results.
You can either click on View Customer (to go directly to the master customer details if there are any further changes you wish to make) or press the Close button to finish.

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