---
title: How to Merge Customers
description: "Click on **Profiles, **Select **Customer Profile** ![](https://winsale.net/wp-content/uploads/2023/08/image-9-1024x539.jpeg) Start Typing the customer name in the **Account Number** Field ![](https://winsale.net/wp-content/uploads/2023/08/image-10-1024x543.jpeg) Once you see your existing customer in the **Lookup Table **twice, select the first instance of their name and press and hold the **SHIFT **key next. ![](https://winsale.net/wp-content/uploads/2023/08/image-12-1024x543.jpeg) While still holding down…"
url: "https://winsale.net/docs/how-to-merge-customers/"
updated: "2023-08-31"
category: WinSale FAQ
---

# How to Merge Customers

Click on **Profiles, **Select **Customer Profile**

![](https://winsale.net/wp-content/uploads/2023/08/image-9-1024x539.jpeg)

Start Typing the customer name in the **Account Number** Field

![](https://winsale.net/wp-content/uploads/2023/08/image-10-1024x543.jpeg)

Once you see your existing customer in the **Lookup Table **twice, select the first instance of their name and press and hold the **SHIFT **key next.

![](https://winsale.net/wp-content/uploads/2023/08/image-12-1024x543.jpeg)

While still holding down the **SHIFT **key, select the second account.

![](https://winsale.net/wp-content/uploads/2023/08/image-11-1024x543.jpeg)

With both accounts highlighted, the **Merge **button at the top of the screen will light up.

Press the **Merge **button.

![](https://winsale.net/wp-content/uploads/2023/08/image-13-1024x543.jpeg)

After clicking **Merge,** anew window will open asking you to confirm which account will stay.

After the proper account is selected (the bottom account is the one that will remain after the merge), select the **OK** button.

![](https://winsale.net/wp-content/uploads/2023/08/image-8-1024x543.jpeg)

You will be prompted to confirm the Merger of two accounts. Hitting **OK **at this step will finalize the merger of two accounts, merging their sales, layaway, and gift card/gift certificate histories.

![](https://winsale.net/wp-content/uploads/2023/08/image-7-1024x543.jpeg)

Congratulations, you successfully merged two accounts into one!

 **About this article:** This is part of WinSale's free knowledge base. WinSale is a point-of-sale system built specifically for independent shoe and safetywear retailers — 10M+ UPC database, industrial account invoicing, mobile shoe truck support, no per-transaction fees. [See if it's a fit for your store →](https://winsale.net/shoe-store-pos-system/)