{"id":4390,"date":"2018-12-06T19:28:51","date_gmt":"2018-12-07T00:28:51","guid":{"rendered":"http:\/\/certek.com\/kb4\/?p=4390"},"modified":"2023-06-14T08:53:10","modified_gmt":"2023-06-14T12:53:10","slug":"merging-duplicate-customers-records","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/merging-duplicate-customers-records\/","title":{"rendered":"Merging Duplicate Customer Records"},"content":{"rendered":"<p>If you have duplicate customer records, you can merge them. Watch this video or read the instructions below to learn how.<\/p>\n<div style=\"padding: 71.43% 0 0 0; position: relative;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Merging Duplicate Customer Records\" src=\"\/\/player.vimeo.com\/video\/657860545?title=0&amp;amp;byline=0\" width=\"425\" height=\"350\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>Open the &#8220;<strong>Customer Records<\/strong>&#8221; screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/app.na3.teamsupport.com\/dc\/1888685\/images\/5ce315a3-91c7-45da-916e-6d46fe296ca7.png\" width=\"964\" height=\"210\"><\/p>\n<p>Open the Customer Record <strong>you want to keep<\/strong> and go to the &#8220;<strong>IDs &amp; Picture Tab<\/strong>.&#8221;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/app.na3.teamsupport.com\/dc\/1888685\/images\/57a0df57-c199-4842-8b87-9611ed1d7e77.png\"><\/p>\n<p><strong>COPY<\/strong> the &#8220;<strong>Customer ID<\/strong>&#8221; (in this example, it is &#8220;TES0006510&#8221;).<\/p>\n<p>Open the record <strong>you don&#8217;t want to keep<\/strong> and<strong> paste the ID<\/strong> in. Click &#8220;<strong>Save<\/strong>.&#8221;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/app.na3.teamsupport.com\/dc\/1888685\/images\/8add54a3-a822-4e8b-b262-f3dcd3a0b04f.png\"><\/p>\n<p>Click &#8220;<strong>Yes<\/strong>&#8221; to merge the records. You will end up with <strong>one record<\/strong> with all sales history for both the duplicate item and the other item.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/app.na3.teamsupport.com\/dc\/1888685\/images\/c314f898-df2a-41ee-a566-289a6c2fbc74.png\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have duplicate customer records, you can merge them. Watch this video or read the instructions below to learn how. Open the &#8220;Customer Records&#8221; screen. Open the Customer Record you want to keep and go to the &#8220;IDs &amp; Picture Tab.&#8221; COPY the &#8220;Customer ID&#8221; (in this example, it&#8230;<\/p>\n","protected":false},"author":11,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[306],"ht-kb-tag":[],"class_list":["post-4390","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-customer-records"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/4390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=4390"}],"version-history":[{"count":10,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/4390\/revisions"}],"predecessor-version":[{"id":18013,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/4390\/revisions\/18013"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media\/18012"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=4390"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=4390"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=4390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}