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SellTreez: Merging Customer Profiles
Written by Treez Admin
Updated over a week ago

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.


Customer Merge Logic Explained

When combining data across two customer profiles, there are 3 different possible merging behaviors, depending on the field.

  • For most of the information, we first look to the Target profile to see if the field is filled out and is valid. If so, that value will be kept in the Target profile. If not, it is pulled from the Donor profile and then added to the Target profile.

  • With other fields, like ‘reward dollars’ for example, we combine the values from both Target and Donor profiles.

  • Lastly, in a few cases, like ‘last visit’, we compare the Target value to Donor and select the most applicable date.

Merging Behavior in Detail

If the field is filled out and is valid in the Target Profile, keep the value in the resulting profile. If not, apply the value from the Donor profile instead.

  • Membership ID

  • First Name

  • Last Name

  • Nickname

  • Date of Birth

  • Drivers License #

  • Identification Exp Date

  • Adult Use Customer

  • State Medical ID #

  • Med Rec Exp Date

  • Gender

  • Email

  • Phone Number

  • Caregiver License

  • Caregiver ID #

  • Address of Record

  • Alternative Address

  • Secondary Address

  • Send Deliveries To

  • Street

  • Apt #

  • City

  • State

  • Zip

  • Customer Source

  • Caregiver

  • Warning 1

  • Warning 2

  • Banned

  • eCommerce Password

Combine Target and Donor

  • Notes

  • Customer Groups

  • Document Uploads

  • Rewards Dollars

  • Tickets

Compare Target and Donor, apply the least or most recent date to the resulting profile

  • Signup date- Least recent

  • Last visit date- Most recent


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