Why does Square create duplicate clients and how do I prevent that from happening?

CarynA — Wed, 19 Sep 2018 23:37:36 GMT

I know how to manually merge clients, but I probably have about 1,000 duplicates.

Re: Why does Square create duplicate clients and how do I prevent that from happening?

VanKalkerFarms — Thu, 12 Sep 2019 16:32:49 GMT

say a customer with a previous purchase on their Visa comes in and makes a purchase on their Amex Square has no way to know they are the exact same person even though their name is the same.

The only way to solve this is at the time of purchase to manually add the customer and then they will be automatically linked, but in a retail setting, you probably don't know every person to add so it is complicated.

Sometimes duplicates may look like duplicates but aren't so you have to be careful when merging because it is a one-way action to merge.

thread Why does Square create duplicate clients and how do I prevent that from happening? in Archived Discussions (Read Only)

Why does Square create duplicate clients and how do I prevent that from happening?

Re: Why does Square create duplicate clients and how do I prevent that from happening?