Merge Duplicate Customer Profiles

It's not uncommon for customers to send messages from different email addresses. This can cause a bit of confusion for your team — instead of having one profile for that customer, you might have two or three profiles for the same person. It's helpful to keep conversation history in one place, and to do that you can merge profiles together to stay organized.

How to Merge Customer Profiles

1

You'll need to locate both the duplicate account and the account you want to keep. Just head to the Customers List and find the customer profiles that you want to merge. In our example here we are searching by name to find both of the profiles. 

2

Copy the email address of the account you don't want to keep. In this example, we're not keeping otheremily_example@outlook. Next, click on the profile tile for the account you do want to keep (wilder_emily_example@gmail). The profile editor modal will pop-up. You can complete Step 3 in the modal window or click Edit Full Profile to open the full profile. 

3

Click the + under EMAIL. Paste the address you copied previously. Remember, this address is associated with the account you don't want to keep — we're simply adding it to the main profile so we can merge things together.

4

Hit enter or click elsewhere on the page after adding that email address. Click the Merge profiles button in the pop-up to confirm the changes. Now, go outside, walk the dog, or just keep working if you have to. You've merged! 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still stuck? How can we help? How can we help?