How to Merge Customer Records

This guide explains how to merge duplicate customer records in Navigator. By merging records, you ensure that all data is consolidated under a single customer profile.

Steps to Merge Customer Records

Step 1: Identify Customer IDs

1. Identify the Customer IDof both records:
   • Customer to Keep: This is the record where all information will be consolidated.
   • Customer to Merge: This is the record that will be merged into the primary record.

Step 2: Open the Customer Record to Keep

1. Go to the Marketing Module.
2. Open the Customer Record you want to keep.

Step 3: Start the Merge Process

1. In the customer record, go to Actions.
2. Select Merge Customer.

Step 4: Enter the Customer ID to Merge

1. In the merge window, enter the Customer ID of the record you want to merge.
2. Confirm by selecting Yes.

Step 5: Confirm the Merge

1. The system will prompt you to confirm the action again.
2. Select OK to finalise the merge.

Confirmation

Once the process is complete, you will receive a confirmation message indicating that the records have been successfully merged.

Key Notes

• Primary Record: Ensure the record you want to keep contains the most accurate and up-to-date information.
• Data Consolidation: After merging, all information from the secondary record will be consolidated into the primary record.
• Irreversible: Merging customer records is a permanent action and cannot be undone.

Benefits

• Reduces duplication in customer records.
• Ensures data consistency and accuracy.
• Simplifies customer management processes.