How do I delete a duplicate customer record in WizCommerce?

Duplicate customer records can cause problems. Sales reps may accidentally select the wrong account when placing orders, leading to errors and confusion. Here's how to clean them up without losing any data.

» How to delete a duplicate customer

1. Log in to WizOrder.
2. Go to Customers page and open the duplicate customer's name.
3. Click the three-dot menu at the top of the page and select Delete. The Delete panel opens on the right.
4. Choose one of the two options:
   1. Delete all Associated Data: Permanently removes the customer along with all their orders, carts, contacts, and other data. Use this only if none of the duplicate's data needs to be retained
   2. Move Data to Another Customer: Transfers all associated data to another account before deleting the duplicate. Use this when you want to preserve order history and other records
   For duplicates, always choose Move data to another customer. This ensures no orders, contacts, or history are lost.
5. Click Select Customer and search for the account you want to transfer the data to - by company name or Customer ID.
6. Click the Customer Card to confirm the destination.
7. Review the Transfer Report that appears. It shows exactly what will be moved, such as Orders & Quotes, Contacts, Addresses, Payment Methods & Tokens, etc.
8. Click Move & Delete, then confirm with Yes, Move & Delete.

» Important things to check before you delete

• Make sure you are deleting the right one. Deleting a customer record will also remove that customer's ability to log in to your B2B website. Always double-check that you are removing the duplicate, not the account the customer actually uses.
• Choose the right option for your situation. If the duplicate has orders or activity that belong to the real customer, use Move data to another customer so the history is preserved under the correct account. Use Delete all associated data only when nothing on the duplicate needs to be kept.
• Both actions are permanent. Deletions and data moves cannot be undone, so review your selection in the Transfer Report carefully before confirming.
• Reach out to our Support Team if your account is connected to an ERP system (like QuickBooks or a similar business management tool).

» Tips to avoid duplicates in the future

• Before creating a new customer, always search for them first to check if they already exist.
• If duplicates keep appearing after deletion, contact our Support Team, it may indicate a sync configuration issue that needs to be addressed at the source.