Merge Accounts via CSV

With multiple members' accounts, you can consolidate them by merging. Merging accounts helps you organize accounts for existing members in your Loyalty system. This article addresses how to merge accounts through CSV using member id and batch actions. 

How to Merge Accounts?

This document summarizes the steps on how to merge accounts using the csr batch action.

1. Create a CSV file.
   • File header should be:
     • member_id -- This is the main account where all the data will be transferred.
     • source_member_id -- This is the shell account or the account that will be deactivated.

2. Import via csr_jobs
   • Go to Members > CSR > Batch Actions.
   • Create a display name.

3. Select Action Type: Batch Merge Accounts.
4. Add the csv file (Choose File) then click Save.                                                                                          
5. Click the play button to run the import.                                                                                                                                                                                                               Batch Action icons as follows: Run, Edit, History, or Delete.                                                                  
6. Check the Import status
   • After running the import, click on the History button to check the status and to download files for sanity checking or if there are failed imports, csv file for failed rows will be provided as well.
7. Check the profile of the accounts merged

Successful vs Unsuccessful Merge Examples: 

Shell account merged to Main Account:

Main Account activities after merging the shell account: