# Merging Customer Data 

**MERGING CUSTOMER DATA FOR IMPROVED STORE MANAGEMENT (PORTAL)**

This process allows you to merge duplicate customer accounts into a single, consolidated record within the Portal.

**Steps to Merge Customer Accounts**

1. Navigate to **Customer Maintenance** in the Portal.
2. First, select the customer account you want to merge\*\* from\*\* (this account will be absorbed into the other).
3. Then select the customer account you want to merge\*\* into\*\* (this will be the primary account that remains).
4. Click Update 2 Items.
5. Select Merge.

![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/TzlgVYQ8Yz8J5Kd3bAQL/Unknown%20image)

6. When prompted, confirm by selecting **I still want to proceed**, then click Continue.

![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/u8nahGg0ntR2egCWoXkv/Unknown%20image)

7. The accounts will merge successfully. A confirmation message will appear stating **“Merged Successfully.”**

**Notes**

* The **“merge into”** account will remain active.
* All applicable customer data from the secondary account will be combined into the primary account.
* This action cannot be undone—ensure the correct accounts are selected before confirming.