> ## Documentation Index
> Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
> Use this file to discover all available pages before exploring further.
# Merging Customers
> Combine duplicate customer records so order history, loyalty, and credit balances live in one place.
Duplicate customer records happen. Someone places an order by phone, then orders online with a different email, and you've got two profiles for the same person. **Merging** combines them into one record so order history, loyalty, and credit all sit against a single customer.
## When to merge
* The same customer has two profiles with different contact details.
* Two records have similar names but different spellings (Mr Smith vs Mr. Smith).
* A phone order created a guest record that should have been linked to an existing customer.
If you're unsure, search for the customer to see all matching records before deciding.
## How merging works
Go to **Customers** in the dashboard.
Click **Options** in the page header, then choose **Merge Customers**.
Under **Select Customer (This will be the one that will be kept)**, search for the profile you want to keep. This is usually the one with the more accurate contact details or the longer order history.
Under **Select Target Customer (This will be the one that will be deleted)**, search for the duplicate record.
Click **Create**. The duplicate's orders, transactions, and related records move to the keeper; the duplicate record is then deleted.
Merging is **not reversible** through the dashboard. If you merge the wrong records, [get in touch with support](/get-started/getting-help) as soon as possible — the sooner we know, the more likely we are to be able to help.
## What gets moved
The following records are reassigned from the duplicate to the keeper:
* **Orders and transactions** — all order and payment history attaches to the keeper, so invoices and statements generated afterwards reflect the combined history.
* **Addresses and contacts** — every address and contact on the duplicate is moved across. You may end up with duplicates of these on the keeper; tidy them up afterwards if needed.
* **Credit transactions** — the credit ledger from the duplicate moves to the keeper, so the keeper's balance reflects the combined history.
* **Loyalty account and events** — loyalty history from the duplicate is reassigned to the keeper.
* **Account billing relationships** — if either record was part of an account billing setup, the relationship is reassigned to the keeper. See [Account billing](/business/credit-management).
* **Gift cards, draft orders, events, tasks, repeat orders, notification logs, and marketing reminders.**
The duplicate record (including its name, email, phone numbers, and any notes stored directly on the customer) is then deleted.
## Common questions
No — self-merges are blocked.
The keeper's marketing preferences win. If the duplicate had unsubscribed and the keeper hadn't, you'll need to re-confirm the customer's preference if you want to keep them on the list.
Search by phone number on the Customers page — duplicates often share the same phone but different emails. When you create a new customer, Digital Florists also surfaces a banner if it spots existing records with matching details.
## What's next?
The customer record overview.
GDPR right-to-be-forgotten flow.