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Documentation Index

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If you find two or more profiles in Omneo that belong to the same person, merge them into one. Omneo recommends initiating merges from Omneo (rather than external systems) to ensure downstream integrations are handled correctly.

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The Winner/Loser pattern

Think of merging in terms of two profiles:
  • Winner — the profile that survives after the merge and receives all consolidated data
  • Loser — the profile that is deleted after its data is moved to the Winner
As a general rule: the profile with the correct email address should be the Winner.

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What gets merged

When you merge, the Loser’s data is transferred to the Winner:
  • Transactions
  • Identities
  • Rewards, benefits, points, and tier progress
  • Profile attributes (comms, appearance, custom)
  • Addresses
The Loser profile is deleted after the merge. You are taken to the Winner profile immediately on completion.

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Merging via Clienteling

  1. Navigate to the Loser profile in Clienteling
  2. Click the dropdown arrow on the profile
  3. Select Merge Profile
  4. Search for the Winner profile by email
  5. Confirm the Winner — review what will be transferred
  6. Click Merge

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Merging via API

curl -X POST https://api.[tenant].getomneo.com/api/v3/profiles/{winnerId}/merge \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "loser_id": "{loserId}"
  }'

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Merging multiple duplicates

If you have multiple duplicates to merge into one Winner:
  1. Merge Loser 1 → Winner
  2. Verify the result
  3. Merge Loser 2 → Winner
  4. Continue until all duplicates are consolidated
Do not merge all duplicates simultaneously — merge them sequentially into the one Winner.

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High-volume merges

For bulk merges (many duplicates), contact the Omneo support team to discuss a managed merge process that can handle the volume efficiently.

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Before you merge

Merging is irreversible. The Loser profile is deleted. If a profile is actively being used by a customer for legitimate purposes, do not merge it unless explicitly requested by the customer.
Check that:
  • Both profiles clearly belong to the same person
  • You have identified the correct Winner (the one with the valid email)
  • External systems are aware of the merge if they store profile IDs