Merging two customer records together is easy in Gazelle. This is useful for cases where a duplicate record was created accidentally.
MERGING A FEW DUPLICATE CUSTOMER RECORDS
Step 1: Go to a Customer Record > Edit > System Info > Gazelle ID.
Step 2: Copy the Gazelle Client ID for the 'sending' customer record.
Step 3: Copy the Gazelle Client ID for the 'receiving' customer record.
Step 4: Email these Client IDs to email@example.com and indicate which ID is the 'sending' customer ID and which is the 'receiving' customer ID.
Step 5: Our team will merge the data from the 'sending' client ID with the 'receiving' client ID'.
Step 6: Done.
MERGING TONS OF DUPLICATE CUSTOMER RECORDS
If you have lots of duplicates it is faster to export your customer list and manage all the client ID's in a spreadsheet. We can easily process and merge hundreds (or thousands) of duplicate records this way.
Step 1: Export your client data. (Find the "Export Clients" button at the top of the page).
Step 2: Look at the data in 'Column A' to find each customer's "Gazelle Client ID",
Step 3: Add a blank 'Column B' to the spreadsheet.
Step 4: Identify duplicate records then copy/paste the Receiving Client ID into Column B.
Step 5: Save the spreadsheet with column A being your 'Sending Client ID' and column B being your 'Receiving Client ID'.
Step 6: Send this file to Gazelle following these instructions.
FROM THE WEB APP
FROM THE MOBILE APP
This data is only available from the web app at this time.