Suppose for some reason a customer has ended up with two different customer records, with scans recorded against both.
You can merge these two records into a single one such that you have one customer record with a full history of every scan they have ever made.
Before you merge customer records, please note the following:
- Merging of customer records is not reversible; please do this with great care
- When customer records are merged, any points balances will be recalculated based on the new subscription dates.
As such some transactions previously not eligible for points may become eligbile for points and the total number of points for the new customer record may not be the sum of the number of points for the two initial customer records.
- When customer records are merged, the data for the source customer will be deleted; you will not be able to go back and see what (for example) the name of the source customer was before the merge
1. Navigate to the merge customer wizard
The merge customer wizard can be accessed from the Customers part of the Coniq platform.
Go to the customer list and select 'Merge customers' from the 'Manage' dropdown.
2. Select source customer
You will now be asked to search for two customer records:
- The source customer record
- The target customer record
The first of these to be searched for is the source customer. The source customer is the customer record which will be deleted on merge and their data merged into the target customer. After merge this customer record will no longer be accessible via the platform or API; any connected systems will get an error when attempting to access it.
You can search for the source customer record by customer ID, by email address, by name, by barcode, or by external ID. If there are 1-10 matching records, they will all be shown; if there are more than 10 matching records you will need to search again to narrow your search.
It is recommended that you search using customer ID or email address to minimise the number of results returned.
To get more information on a customer record, you can click on a row to open it up and show more details.
Once you are sure that you have found the right customer record click on the "select as source" link in the right row.
With the correct record selected, click "Continue" to move to the next stage.
3. Select target customer
In the same manner as you searched for the source customer, search for the target customer. The target customer is the customer record which will be retained on merge; the newly merged customer record will keep the ID of the target customer, and data from the source customer will be merged into this record.
Once you have found the right customer record click "select as target" and then the "Continue" button.
You will have the opportunity to preview the merged customer before committing it.
4. Preview the merged customer
At this point you will be presented with a preview of what the merged customer record will look like.
Primarily it will keep the data from the target customer, but it will also inherit all the barcodes and scan history from the source customer.
Once you are confident that you have selected the correct source and target customer you are ready to hit the "Merge customer" button to commit the merge.
5. View the merged customer
Assuming the merge is successful you will now be shown a summary of the merged customer record.
Note: There are a few scenarios where the merge will fail (such as if the customer records hold unmergeable data); if so you will be shown an error message and will need to contact Coniq support.
From here you can start a new merge event, or you can click through to view the full customer records and scan history.