Customer data holds many growth opportunities, allowing you to get to know your customers and build trust. Managing customer profiles effectively is an important part of this process, and ensuring that duplicate customers do not exist is the first step. This leads to a clean database, allowing you to work more efficiently, save time, and make fewer clicks.

For merchants using Lightspeed Advanced Marketing, other third-party apps, or custom integrations with our Customer API, the merge action will not work.

Merge multiple customers

1. Navigate to Customers > Customers.

2. Locate the customer profiles you want to merge, using the search filters if necessary, and select the checkbox next to each customer profile.

   

3. Once all customer profiles are selected, click Choose an action.

   

4. From the dropdown, select Merge customers.

   

5. In the modal displayed, select a customer profile to become the primary profile. For the remaining customer profiles, select an action from the dropdown menus:
   • Do not merge: the customer profile will not be merged into the primary profile.
   • Merge and keep customer: the customer profile will be merged into the primary profile, and the duplicate will be kept.

   • Merge and delete customer: the customer profile will be merged into the primary profile, and the duplicate will be deleted.

     

     Customer profile sales history and balances, including store credit, loyalty, and on-account balances, will be transferred to the selected primary profile.

6. Click Merge.

Identify and merge duplicate customers

1. Navigate to Customers.

2. If your database contains customers with duplicate email addresses, a red banner will be displayed. Click Click here on the banner.

   

3. In the modal displayed, select a customer profile to become the primary profile. For the remaining customer profiles, select an action from the dropdown menus:
   1. Do not merge: the customer profile will not be merged into the primary profile
   2. Merge and keep customer: the customer profile will be merged into the primary profile, and the duplicate will be kept.

   3. Merge and delete customer: the customer profile will be merged into the primary profile, and the duplicate will be deleted.

      

      Customer profile sales history and balances, including store credit, loyalty, and on-account balances, will be transferred to the selected primary profile.

4. Click Merge.

Merge customer groups using CSV

1. Navigate to Customers > Groups.

   

2. Next to the first group you want to merge, click View customers.

   

3. Click Export list and open the downloaded CSV in Microsoft Excel or Open Office.

   

4. In the customer_group_name column, change the name of the customer group to the name of the second group you want to merge with this list of customers.

   

5. Save the file in a CSV format.

6. In Retail POS, next to the second group you want to merge, click View customers.

   

7. Click Import customers > Import with CSV and follow the on-screen instructions to import your CSV.

   

8. Once completed, click the trash icon (Delete) next to the now-empty first group

What's next?