Merging accounts

Author	« Topic »
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 08:37:40 Hi, is there a way I can merge a customer's old account with a new one and have the old orders show in their current account?
Andy ECT Moderator 95440 Posts	Posted - 12/03/2017 : 08:58:12 Hi The customer account is based on the email address so you just need to change the email on the orders of the old account to the email used on the new account. Andy Please feel free to review / rate our software
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 09:13:18 Thanks. Will do that.
dbdave ECT Moderator USA 10410 Posts	Posted - 12/03/2017 : 09:42:39 If no orders are attached to the new account yet, then what we do is (have the customer) just change the email address on the old account to the new email address and the old orders will stay liked to the new account.
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 09:53:04 They are orders in the new account. Thanks for that tip.
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 10:00:40 Hi, I did go ahead and change the email in the old orders to the old email but the customer is unable to see the orders in the order management. Is there something else I need to do?
dbdave ECT Moderator USA 10410 Posts	Posted - 12/03/2017 : 10:09:05 in your admin, look up the customers new account and go into that and click to "link orders to the account"
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 10:26:32 In the customer's account in admin there's no link orders to account but I do see all the order the customer made in the account.
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 10:44:39 I'm not seeing that on this account. I saw that a while ago on another account and was able to link that one. It's not showing with this account.
Andy ECT Moderator 95440 Posts	Posted - 12/03/2017 : 10:55:36 Are you completely sure the orders aren't already assigned to the account? Andy Please feel free to review / rate our software
cmf Starting Member Barbados 34 Posts	Posted - 12/03/2017 : 11:22:14 I rechecked and they are not assigned to the account. I added the old mailing address to the new account as a second address to see if that would cause the link to account to show or show the orders in the account. That didn't work.
dbdave ECT Moderator USA 10410 Posts	Posted - 12/03/2017 : 12:35:41 I would go back and check the orders where you changed the email addresses and be 100% sure they match the account you want them to link to.
cmf Starting Member Barbados 34 Posts	Posted - 12/04/2017 : 04:35:36 I did check and the email is correct. I’m not going to worry about it too much at this time as it was only for one customer.
cmf Starting Member Barbados 34 Posts	Posted - 12/06/2017 : 06:51:51 Just to give an update. I talked to the customer and the orders are now merged to the one account. Thanks for all your help.
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