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Edit, merge, or delete customer profiles

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Who is this article for?
Account owners or team members with the customers permission to access Customer Directory. Set permissions in Square Dashboard.

About editing, merging, or deleting customer profiles

You can update or modify information about a customer stored in your Square Customer Directory, combine duplicate or multiple customer records that belong to the same individual into a single profile, or permanently delete a customer's record from your Customer Directory.

Duplicate records may incorrectly increase the total number of customers in your directory, and lead to increased pricing for Square Marketing subscriptions. We recommend you review your directory periodically to ensure no duplicates exist.

Before you begin

  • You can edit, merge, or delete customer profiles in Square Dashboard and Square Point of Sale apps.

  • Merging two customer profiles also merges any files attached to them.

  • Carefully review profiles being merged. A merge can't be undone.

If you or an employee accidentally deleted a customer profile within the last 30 days, please contact Square Support to undo this action.

Edit a customer profile

Square Dashboard

  1. Sign in to Square Dashboard and go to Marketing & loyalty > Customer directory > Directory.
  2. Select an existing customer profile.
  3. Click Edit.
  4. Make any necessary changes and click Save.

Point of sale app

  1. Sign in to your point of sale app and tap ☰ More > Customers.
  2. Tap a customer’s name to view their full profile.
  3. Tap Edit.
  4. Make any necessary changes and tap Save.

Fix duplicate customer records

  1. Sign in to Square Dashboard and go to Marketing & loyalty > Customer directory > Directory.

  2. You'll receive an alert notifying you there may be duplicate entries if multiple records exist with the same email address or phone number within the All Customers group.

  3. Click Duplicate Suggestion to review the entries flagged as duplicates.

  4. You can choose to ignore entries that aren't duplicates, or click Merge or Merge All to combine confirmed duplicates.

Merge duplicate customer profiles

Square Dashboard

  1. Sign in to Square Dashboard and go to Marketing & loyalty > Customer directory.
  2. Click the duplicate customer profile.
  3. By the customer’s name, click (•••) > Merge with another customer, then search and select the profile you’d like to merge.
  4. Click Merge.

Point of sale app

  1. Sign in to your point of sale app and tap ☰ More > Customers.
  2. Tap the duplicate customer profile.
  3. By the customer’s name, tap (•••) > Merge Customer Profile, then search and select the profile you’d like to merge.
  4. Tap Merge.

Delete a customer profile

Square Dashboard

  1. Sign in to your Square Dashboard and go to Marketing & loyalty > Customer directory.
  2. Click a customer’s name to view their full profile.
  3. Click (•••) > Delete customer.
  4. Read the confirmation and click Delete to continue.

Point of sale app

  1. Sign in to your point of sale app and tap ☰ More > Customers.
  2. Tap a customer’s name to view their full profile.
  3. Tap (•••) > Delete customer or tap Edit > Delete.
  4. Read the confirmation and tap Delete to continue.

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