How To Merge Pet Owner Accounts

This guide provides instructions on how to merge redundant customer profiles in the Astro Loyalty system. Following these steps will help you clean up your database and ensure accurate record keeping for your pet owner accounts.

Cassie Bauer
7 steps
43 seconds

Astroloyalty

**This option is only visible to Admin users.**

If you notice that you have two active customer accounts for the same customer, or if you have a couple that wants to combine their cards onto one customer account you can use the Combine Duplicate PetOwner Accounts feature. This method is recommended if both of the accounts have active frequent buyer cards or loyalty points that need to be merged onto one account.

If you are a Multi-location account this option will show for Admin users on both main and sub-location accounts.

Click "Actions"

Select "Combine Duplicate Pet Owner Accounts"

Search by Phone Number, Email Or Customer Name

Click "Add to Queue" for any Pet Owner accounts you want to merge.

Select the primary account.

If both accounts have active cards the cards will be combined together under the primary account that you selected.

When selecting the primary customer account, we recommend choosing the account that has an email address. If one account has an email address and the other account has a phone number, check the account that has the email address and write down the phone number just in case it is not copied during the combining process.

**We are unable to undo a customer's pet owner account once merged, be sure you have the correct pet owner accounts selected before the next step.**

Click "Combine Customers"

It will ask you to confirm that you are sure. Click "yes". Then you should get a confirmation that the accounts have been combined and it will then take you to the customer's checkout screen where you will be able to see their cards. From there you can confirm that everything merged successfully.

**If you merged two accounts that shouldn't have, you will need to create a new account for one of them.** \ **If you happen to know which customer purchased which item(s), you can add the purchases to their new account and remove those from the other customer's account.**

Lightspeed Users

If you are running the Lightspeed Integration there is a preliminary step we recommend you perform. Log into Astro directly as an Admin, then lookup both of the accounts you plan to combine and remove the link to the account in Lightspeed by clicking the Incorrect Customer button located below the customer's name. Then once you combine the two accounts into one you can lookup the customer in Lightspeed and attach them to blank sale, click the Astro Loyalty button, find the customer account listed and click on it to recreate your LS>Astro link.