Customers & CRM

Merging Customer Profiles & CRM Data Export

Keep your customer directory clean and actionable: merge duplicate customer profiles without losing transaction histories and export complete CRM data to CSV.

Merging Duplicate Customer Profiles

When customers place orders using slightly different phone numbers or email aliases, staff can merge duplicate profiles into a single unified record.

Step-by-Step Merge Procedure

To merge profiles:

1. Open Primary Customer Profile: Open the main customer record you wish to keep in Dashboard -> Customers.
2. Click "Merge Customer": Click the action dropdown in the profile header and select "Merge Customer".
3. Select Secondary Profile: Search and select the duplicate profile to merge.
4. Re-link Transactions & Confirm: The system re-links all historical orders, bookings, and payments from the secondary profile to the primary record, then soft-deletes the duplicate.

Exporting Customer Directory to CSV

Download your entire customer directory (Name, Phone, Email, Lifetime Spend, Total Orders, Tags) by clicking "Export CSV" in Dashboard -> Customers or Dashboard -> Data & Security.