When and how to merge duplicate customer profiles in Omneo.
Duplicate profiles occur when the same customer exists under multiple records, usually because they used a different email address or identified themselves differently at different touchpoints.
When you merge, the Loser’s following data moves to the Winner:
Transactions
Identities
Rewards, benefits, points, and tier progress
Profile attributes (comms, appearance, custom)
Addresses
The Winner keeps the earlier of the two profiles’ join dates. This protects tenure status and join anniversary automations from being reset by a merge.
Merging is permanent. The Loser profile is deleted. If a profile is actively used by a customer and the merge is made in error, data recovery may not be possible. Always verify before proceeding.
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