MergeYard ‑ Merge Customers

MergeYard ‑ Merge Customers

by MerchantYard

Combine & merge customer accounts into one account

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Merge Customers

Combine two customer accounts into one account - Move secondary account orders, notes and tags into other account.

Merge Orders

Transfer orders, shipments, invoices, payments and related order data from one account to other.

Easy & Quick to Use

Merge two existing customer accounts in just a couple of minutes. Easy & quick to use!


About MergeYard ‑ Merge Customers

Merge two existing customer accounts together into one customer account when one account is no longer needed. In some cases this happens when older orders are placed by an account that was linked to an email address that no longer is in use by the customer and then the customer has made a purchase recently with a new email address and they want to combine the customer and order history together into the new account.

Features:

  • Transfer orders (orders/shipments/invoices) and related order data
  • Transfer all customer addresses from merging customer to master
  • Transfer customer notes
  • Transfer customer tags
  • Delete merging customer once merge is complete

How it works:

When you merge two customer together, We create a copy of all the secondary customer orders and attach them to the primary customer with all order details and payment. Then we cancel the original order. For example, say secondary customer has order 1075. When you click merge, order number 1075 will be canceled, and order 1075A will be created with all order details. Once you are directed back to the Orders page, you will now see that a new order is created with an appended letter (#1075A). Finally, Secondary customer notes and tags are copied to the primary customer, and secondary customer account tagged as "Merged".

Support

We are always here to help you with issues and features requests, Support is provided via Live Chat and Email Tickets.

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Pricing

Free

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