Customer: Merge

You can merge one customer account into another, effectively emptying one account's most significant customer data into another account. The account that is merged into another can belong to either an active or an enrolled customer.

Starting with one customer account selected, you have two merge options:

  • You can merge another customer account into the currently selected (enrolled) customer account, or
  • You can merge the currently selected customer account into a different (enrolled) customer account.

You can use either options to merge the account of an active (un-enrolled) customer into the receiving account of an enrolled customer, but never vice-versa. The merged customer's accrued points and reward-producing transaction accounts, up to the time of the merge, are transferred into the receiving customer account, the merged account is zeroed out (emptied), and this emptied account is assigned the Merged status.

Note that a merge is not a continuing operation, nor does it implement an ongoing merge in any way. Transactions for the merged customer that are processed after the merge are not transferred to, or associated in any way with, the receiving customer identified during the merge; those transactions are associated only with the original customer. Neither transactions nor points nor any other attributes of the merged customer are automatically merged to another customer after the one time merge operation is completed.

Note that Savings-to-Date and Rewards data values are not transferred or merged into the receiving account and that this data is not retained.

A note about the merge is added to the Change History section in the receiving account. All other data attributes of the receiving account remain the same.

After a Merge: After being merged into another account, the merged account is effectively an inactive account. Although the customer history information has been deleted from the merged customer account, the customer's name and address information remain, and you have the option to enroll this customer using the merged customer account. The deleted data cannot all be replaced, although using the Merge option again, in reverse, can replace some of it.

Before using the Merge Customer option, you must first select one customer account to be used in the merge process. This customer's data must be currently displayed in the Customer Details page. If enrolled, this customer account can be the one from which data is drawn or the one into which data is merged.

If the current customer is active, you can only merge the current data into another customer account, and the search returns only enrolled customers.