# Merge Existing Customers

This functionality allows existing customers with the same **email address** or **phone number** to be merged into one customer.

{% hint style="danger" %}
Only merge customers if you are absolutely sure! This action CANNOT be undone!
{% endhint %}

### &#x20;Instructions <a href="#mergeexistingcustomers-instructions" id="mergeexistingcustomers-instructions"></a>

* To be able to see and use the Merge Customers button, you will need to first enable the **Merge Customers** functionality for the user from the **Edit User** page. CheckoutChamp Create a User

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FkOfLoxem1Sr2Ro2DXZpv%2Fimage.png?alt=media&#x26;token=f750f52d-7503-4642-99eb-5887c582d54b" alt=""><figcaption></figcaption></figure>

* From the **Customer Details** page, you will see a **Merge** button ONLY if another customer with the same email or phone is found for the current customer.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F64Z9ZYmJZsVaX1RdlUsi%2Fimage.png?alt=media&#x26;token=b6e58f7c-1969-48f3-a603-6e429b65d87c" alt=""><figcaption></figcaption></figure>

* Click the **Merge** button.
* Select all customers to be merged into the current customer.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FXZ4wgqKVsTi3YiYIjbjd%2Fimage.png?alt=media&#x26;token=af8f9c6a-c830-4c40-a219-fc17ee519ccd" alt=""><figcaption></figcaption></figure>

* Update any info as needed that will be the final combined customer info on the current customer. First Name, Last Name, Email Address, Phone Number, Billing Address, Shipping Address, Shopping Cart Account Login and Password, Custom 1-5 values, Do Not Sell Name, SMS Contact Tax Exempt, and Credit Amount can be updated.
* Click **Merge**.
* Click **Yes, I’m sure** if you are sure you want to merge the customers.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F2jUHn8feVOgInAy99qbI%2Fimage.png?alt=media&#x26;token=5f8d20e9-e572-461a-8a09-6adc4377a7ce" alt=""><figcaption></figcaption></figure>

* All orders, transactions, fulfillments, purchases, memberships, and customer history from the selected customers will be merged into the current customer.
* The page will refresh, and you will be able to see the all the orders on the current page when the merge has been completed.

### &#x20;Related articles <a href="#mergeexistingcustomers-relatedarticles" id="mergeexistingcustomers-relatedarticles"></a>

* [Rerun a Declined New Sale](https://help.checkoutchamp.com/crm/customer-section/customer-service/rerun-a-declined-new-sale)
* [Cancel or Pause a Subscription](https://help.checkoutchamp.com/crm/customer-section/customer-service/cancel-or-pause-a-subscription)
* [Customer Service Tutorial](https://help.checkoutchamp.com/crm/customer-section/customer-service/customer-service-tutorial)
* [Refund/Void a Transaction](https://help.checkoutchamp.com/crm/customer-section/customer-service/refund-void-a-transaction)
* [Locate a Customer Record](https://help.checkoutchamp.com/crm/customer-section/customer-service/locate-a-customer-record)