> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flexwash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Merge

> Merge duplicate customer profiles in seconds to maintain clean data, preserve purchase history, and ensure accurate reporting.

## Overview

Use Customer Merge to combine duplicate customer profiles into a single account. This ensures accurate reporting, avoids fragmented histories, and keeps your CRM clean.

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## Permissions

To access this feature, your user must have the **Merge Customers** permission enabled.

<Frame>
  <img src="https://mintcdn.com/flexwash/DoI-y-EkfS9VAGEX/operations/customers/customer-merge/mergecustomerspermissions.jpg?fit=max&auto=format&n=DoI-y-EkfS9VAGEX&q=85&s=9a97c8a889be2e4882ccbd18ff85cbc9" alt="Mergecustomerspermissions" width="1647" height="840" data-path="operations/customers/customer-merge/mergecustomerspermissions.jpg" />
</Frame>

<Tip>
  **If you do not see this option, contact your organization administrator.**
</Tip>

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## Access

Navigate to **Customer Merge** from the left sidebar menu.

<Frame>
  <img src="https://mintcdn.com/flexwash/DoI-y-EkfS9VAGEX/operations/customers/customer-merge/mergecustomersstep1.jpg?fit=max&auto=format&n=DoI-y-EkfS9VAGEX&q=85&s=3ae415d46295f683b14468e9092dac5d" alt="Mergecustomersstep1" width="1876" height="482" data-path="operations/customers/customer-merge/mergecustomersstep1.jpg" />
</Frame>

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## Merge Customers

### 1. Select Source and Target

* **Source Customer**\
  The account that will be merged and removed.
* **Target Customer**\
  The account that will retain all data.
  <Frame>
    <img src="https://mintcdn.com/flexwash/DoI-y-EkfS9VAGEX/operations/customers/customer-merge/mergecustomersstep2.jpg?fit=max&auto=format&n=DoI-y-EkfS9VAGEX&q=85&s=3b23a22f7ddb561abc819c5452c815ab" alt="Mergecustomersstep2" width="1920" height="911" data-path="operations/customers/customer-merge/mergecustomersstep2.jpg" />
  </Frame>

Search and select each customer in their respective fields.

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### 2. Add Justification

Enter a brief explanation for the merge. This creates an audit trail for your team.

<Frame>
  <img src="https://mintcdn.com/flexwash/DoI-y-EkfS9VAGEX/operations/customers/customer-merge/mergecustomerstep3.jpg?fit=max&auto=format&n=DoI-y-EkfS9VAGEX&q=85&s=98273ae13b971c413d4faa3e6cce94a5" alt="Mergecustomerstep3" width="1565" height="799" data-path="operations/customers/customer-merge/mergecustomerstep3.jpg" />
</Frame>

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### 3. Confirm Merge

Once completed:

* A confirmation message will appear
* Click **View Merged Customer** to review the updated account
  <Frame>
    <img src="https://mintcdn.com/flexwash/DoI-y-EkfS9VAGEX/operations/customers/customer-merge/mergecustomersconfirmation.jpg?fit=max&auto=format&n=DoI-y-EkfS9VAGEX&q=85&s=34ad67d6c497f4aeb28083ebe1446f3b" alt="Mergecustomersconfirmation" width="1592" height="280" data-path="operations/customers/customer-merge/mergecustomersconfirmation.jpg" />
  </Frame>

***

## Important Notes

* All relevant data from the source customer is transferred to the target customer.
* The source customer is permanently deleted after the merge.
* This action cannot be undone.

<Warning>
  **The source customer will be permanently merged into the target customer. All associated data (vehicles, orders, subscriptions, etc.) will be transferred to the target customer.**
</Warning>