Applies to: Admins
Overview
Merging customer profiles allows you to consolidate duplicate customer records in Endear, which improves sales attribution accuracy. This process combines all customer data including notes, tasks, orders, profile fields, contact methods, conversations, and assigned users into a single profile.
Important: When you merge customer profiles, Endear will permanently move all their data to the primary customer profile. This action cannot be undone, so ensure you select the correct profiles before proceeding.
Endear will also automatically de-duplicate your data on a regular, automatic basis. You can use the method below to merge customers who may not be recognized by our system as duplicates, but you have confirmed it is a duplicate.
Step-by-Step Guide
1. Visit the customer profile page that you want to keep as the primary profile and select Merge
2. Search for and select the customer profiles you want to merge into this primary profile. Ensure the box "I understand that this action cannot be undone" is selected, and when you're ready, select Merge.
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