Introduction

The Merge Customers functionality in circuly allows you to combine duplicate or related customer profiles by transferring all data from one customer (the source) into another (the target). This is useful for keeping your customer database clean and ensuring all subscriptions, orders, and transactions are linked to the correct customer profile.

Important: Merging customers is a destructive and irreversible action. Once merged, the original (source) customer profile will no longer hold any data — everything will be moved to the target customer.

Feature Overview

• What gets transferred:
  When merging, all subscriptions, transactions, orders, payment methods, notes, and product trackings from the source customer are moved to the target customer.
• Why use this:
  This feature helps maintain accurate customer records by consolidating duplicate accounts or customer profiles with errors, ensuring reporting and future customer interactions are based on complete data.
• One-way and final:
  Once you confirm the merge, the action cannot be undone. Be sure to double-check your selection before proceeding.

Step-by-Step Guide

How to merge customer data

• Navigate to the Customers tab in the circuly Hub and find the customer you want to merge (this will be your source customer).
• Click on the customer to open the Customer Overview window.
• Click on the three dots in the upper right corner to open the action menu.

• Select Transfer customer data from the list of options.
• In the Transfer customer data window:
  • Use the search input field to find and select the target customer (the customer profile into which the data will be merged).

• Read the warning carefully, then check the box that says "I understand the consequences."
• Click Confirm to complete the merge.

All subscriptions, transactions, orders, payment methods, notes, and product trackings from the source customer will now be transferred to the target customer profile.

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