Applies to: All
Overview
The customer deduplication process is fully automated and runs in the backend - there is nothing you need to do. Here are some key details:
Customer profiles are automatically merged based on matching criteria
Endear automatically runs checks every few hours to identify and fix duplicates
Temporary duplicates in your customer list are normal and will resolve
If you need to merge a customer profile immediately, you can use this manual method. You can also use this method to merge customers who may not be recognized by our system as duplicates, but you have confirmed it is a duplicate.
How Automatic Customer Merging Works
The system automatically merges customer profiles when:
Email addresses match
Exact email address matches trigger automatic profile merging
This is the primary method for identifying duplicate customers
Phone numbers match AND names are 80% similar
When phone numbers are identical and customer names are at least 80% similar
This catches duplicates where customers use different email addresses
Timing and Process
The deduplication process runs every few hours - this means:
New duplicate customers won't merge immediately, so you may temporarily see duplicate profiles in your customer audience
All duplicates will automatically resolve within a few hours
No manual action is required on your part
What Happens During a Merge
When customer profiles are automatically merged:
All customer data is consolidated into a single profile
Purchase history and interactions are preserved
The system selects the most complete profile as the primary record
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