Customers: How do I merge Customer Profiles?

**Merging customers is an irreversible process**

To merge Customer A with Customer B, choose Customers > List


Find Customer A

Click on the Merge icon against that Customers' name 

A list of all other Customers will appear in alphabetical order according to the customer's last name:

Find Customer B and select the checkbox against their name

Click Merge

Please note: When merging Customer A with Customer B, the data fields for Customer A take precedence. All Notes, Credit Balance and Loyalty Points from both Customer A & B, are added to Customer A.


Ovatu also includes an auto bulk customer merge function. You can view and action that at https://ovatu.com/location/advanced/autoMergeCustomers. This page shows the primary customer with the solid bullet point and it's secondary profiles with indented, hollow bullet points. Click on the Yes, Continue button at the bottom to accept the merge as it is and action it all at once.

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