SellTreez: How Do I Merge Customer Profiles?

Question:

How do I merge customer profiles?

Answer:

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.