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Merge one customer into another
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

Merging one customer account into another will:

  • add any existing credits/subscriptions from the old account to the new one

  • leave any credits or subscriptions that already exist in the new account untouched

  • remove the old account from existence in your CRM (this is permanent)

To do this,

  • copy the new account's email (the one you'd like to keep)

  • then open the old account

  • paste the new email into the field where old one is currently listed and Save

#duplicate customers

#duplicate emails

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