The Merge Customer tool allows for one customer's information to be merged into another.

When two customers are merged, the first customer's information will merge into the second, including all:

  • orders
  • quotes
  • order items
  • quote items
  • products
  • notes
  • tasks
  • contacts 
  • payments

The second customer will also retain all their original customer information.


  • There is no way to differentiate between the two merged customer's information. 
  • The first customer's address, email, phone number, and default settings will not be merged forward. 
  • Reporting cannot be pulled on the first customer once merged (i.e. All orders, payments, etc. will now reference the second customer, so reports cannot be generated to see what was historically on that first customer).

For more information, see Tools - Merging Customers/Contacts.