> For the complete documentation index, see [llms.txt](https://support.barnetpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.barnetpos.com/liquor-store-portal/customer-maintenance/merging-customer-data.md).

# 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.

![](/files/a00673e1d6cb9ebeffbfc5d4c59240b4dd1b4f23)

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

![](/files/4552f53a16472426a5dabd2ae2a687c34128162b)

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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.barnetpos.com/liquor-store-portal/customer-maintenance/merging-customer-data.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.