Duplicate customer accounts split billing history, break statement accuracy, and cause confusion when looking up a customer. Sharper's Merge Customer tool combines two accounts into one, moving all reservations, invoices, and payments to a single record.
Before You Merge
Merging cannot be undone. Once complete, the secondary account is removed.
Choose the correct primary account. The account you keep should have the most complete information — longest history, active reservations, or saved payment methods.
Verify they are the same person. Compare email addresses, phone numbers, and reservation history before proceeding.
How to Merge
Navigate to CRM → Customers.
Search for and locate the secondary account (the one to remove).
Click the three-dot menu (⋯) on the customer row.
Select Merge Customer.
In the search field that appears, find and select the primary account (the one to keep).
Review both accounts shown on screen and confirm they are correct.
Click Merge.
After merging, all data from the secondary account transfers to the primary and the secondary account is deleted.
What Transfers During a Merge
Data | Result |
Reservations (all modules) | Transferred to primary |
Invoices, payments, credit memos, refunds | Transferred to primary |
Vessels and vehicles | Transferred to primary |
Internal notes | Transferred to primary |
Email address and portal login | Primary account's email is kept |
Saved payment methods | Review manually after merge |
After the Merge
Verify the merged account:
Email address is correct (this is the Customer Portal login and all email communications)
Active reservations appear as expected
Open invoice and payment history is complete
If anything looks incorrect, contact Sharper support — do not create a new account or attempt to re-merge.