How to Merge Customers

How to Merge Customers


This article will show you how to merge customer accounts. This function helps when duplicate customers have been created and you want to have all their order history and address information to be brought together.


Note: This means that once you merge customer accounts, all sales orders will retroactively be changed to match the account others are merged into.


If you happen to merge the wrong customer accounts, contact Zangerine Support for assistance.


  1. Click Customers.
  2. Click the sub-category Customers.
  1. You will be redirected to the Customers List screen.
  1. Select the customer(s) you want to have merged, by Clicking the check boxes next to them. See image below:




  1. At the bottom of the page, Click Actions.
  1. Select Merge. See image below:




  1. The Search Customer pop up window will appear. See image below:




  1. The customer name you enter here will be the account that the previously selected customer accounts will be merged into.
  1. Alert: This means the account you search here will still exist with added information, while the customer accounts you marked will disappear.
  1. Click Confirm.
  2. The Order History and the address will be saved to the Customer account the others were merged into. See example below:




  1. Note: All Sales orders will retroactively have information changed to match the account the others were merged into.




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