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Tools
Merge Customer Profiles
Easily find and merge customer profiles
Flowhub automatically flags potential duplicates and helps you keep every customer record accurate and up to date.
What is Customer Merging?
Flowhub’s Customer Merging feature makes it easy to keep your customer data clean and accurate. It detects potential duplicates based on name, date of birth, and state ID, surfacing them right in your customer list so you can review and merge in just a few clicks.
By combining duplicate profiles into one complete record, you’ll eliminate confusion at checkout, ensure smoother compliance reporting, and make every customer interaction more consistent.
Flowhub automatically flags potential duplicates by matching name, DOB, and ID information to keep your data clean and reliable.
Find and merge customer profiles directly in Flowhub. No spreadsheets, exports, or extra tools needed.
Icons appear to help stay on top of duplicates in your customer list.
Combine records in seconds and let Flowhub handle the data cleanup for you.
Review potential merges before confirming, ensuring accuracy and control with every action.
Decide which profile becomes the primary record to maintain clarity across your system.
Keep your database spotless with automatic checks that run behind the scenes.
Trust your dashboards again with clean, deduped data that reflects real shopping behavior.
Merge duplicate profiles to create one complete customer history for better personalization.
"Flowhub has been critical to our success. It’s more than just a point-of-sale system. It helps us run every aspect of our business more efficiently, allowing us to focus on what matters: our customers and our community."Dave Christian, Shore House Canna
Frequently Asked Questions
Flowhub automatically scans your customer database and flags potential duplicates using matching identifiers such as name, date of birth, and state ID. These potential matches are surfaced directly in your customer list so staff can quickly review and merge them when appropriate.
Merging customer profiles in Flowhub is simple. When the system flags potential duplicates, you can open the profiles, review the information, select the primary record you want to keep, and merge the accounts with just a few clicks. Flowhub then consolidates the data into a single customer profile.
When two customer profiles are merged in Flowhub, their purchase history is combined into one unified record. This ensures that dispensary staff can see a customer’s complete transaction history, which helps provide better service and more accurate reporting.
No. When customer records are merged, Flowhub consolidates loyalty points and rewards into the primary profile. This ensures customers retain their earned points and prevents duplicate loyalty balances from appearing across multiple accounts.
Yes. Cannabis retail is highly regulated, and maintaining accurate customer records helps support proper ID verification and transaction tracking. Customer merging helps ensure each individual has a clear and accurate record within your system, reducing confusion during audits or compliance reviews.
Absolutely. Flowhub allows you to preview potential duplicates before confirming a merge. This review step ensures that only true duplicates are combined and gives you full control over your customer data.
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