Hi there @Nagodsey,
@Lovewell is absolutely right, duplicate profiles can be easily merged from your Customer Directory when logged into your online Square Dashboard.
After manually adding customers, or importing customer contact information to your directory, you may end up with duplicate records. We recommend you review your directory periodically to ensure no duplicates exist.
Your customer directory will identify potential duplicate profiles if two or more customers share the same email address and/or phone number. However, if the profile names are dissimilar or if the two profiles have a different email or phone number, they will not be identified as duplicates. In this case, you can still manually merge the profiles if they happen to be the same customer.
To check for duplicates and resolve them:
1. Go to Customers > Customers > Directory on your online Square Dashboard.
2. Within the “All Customers” group, if multiple records exist with the same email address or phone number, you’ll receive an alert notifying you there may be duplicate entries.
3. Click Duplicate Suggestion to review the entries flagged as duplicates.
4. You can choose to Ignore entries that aren’t duplicates, or click Merge or Merge All to combine confirmed duplicates.
Manually Merge Duplicate Customer Profiles
If our system has not recognized a duplicate, you can manually merge two profiles. To do so:
1. Select the duplicate Customer Profile from your directory.
2. Click ••• > Merge with another Customer.
3. Search and select the profile you’d like to merge. Click Review.
4. Carefully review the profiles being combined, as a merge can’t be undone > click Merge.
For more on managing your Customer Directory online, head to this page.
Laurie
Community Moderator, Australia, Square
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