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SellTreez: How Do I Merge Customer Profiles?
SellTreez: How Do I Merge Customer Profiles?
Written by Treez Admin
Updated over a week ago


How do I merge customer profiles?


Merging customer profiles will sync data scattered across both into one and prevents a customer from having multiple logins and passwords.

To begin merging two profiles:

Step 1: Get the Membership IDs for both profiles. It can be found in the upper-left of the customer profile.

Step 2: Determine which profile will be deactivated (Donor /Duplicate Profile) and which will be kept (Target Profile).

Step 3: Navigate to Configuration > Advanced Configurations.

Step 4: Enter the Duplicate and Target profile Membership IDs into their respective fields.

Step 5: When prompted, confirm the stated merging action and click OK.


Step 6: Navigate to the updated Target profile.

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