Who This Is For / When to Use
Account owners cleaning up duplicate contacts.
Teams merging contacts with existing payments or subscriptions.
Anyone concerned about losing transaction history during a merge.
What’s New
Payments and Subscriptions Are Preserved
All transactions and subscriptions from merged contacts appear under the Master contact.
No payments, orders, or subscriptions become orphaned.
Master Contact Becomes the Single View
Clicking any historical transaction opens the Master contact’s Contact Details page.
Searching may still show the original contact name, but records resolve to the Master contact.
Billing Notifications Route Correctly
Subscription payment failure invoices are sent to the Master contact’s email and/or phone.
Backend Records Stay Intact
Original transaction contact details are preserved.
Master contact details are also linked for continuity and reporting.
Example: Before Merging Contacts
In this scenario, two contacts represent the same person but have different details.
Different emails and phone numbers
Separate transactions
Separate subscriptions
Each contact shows its own payment and subscription data.
How to Merge Contacts With Payments
Step 1: Select Contacts to Merge
Go to Contacts.
Use Smart Lists or search to find duplicate contacts.
Select up to 10 contacts.
Click Merge up to 10 contacts from the top action bar.
Step 2: Choose the Master Contact and Fields
In the Merge Contacts modal:
Select which contact becomes the Master.
Choose which values to keep for fields like name, email, and phone.
Important behavior:
Appointments, Payments, Orders, and Invoices default to the Master contact.
Courses, Community Groups, and Products combine data from all contacts.
Step 3: Complete the Merge
Review selected fields.
Click Merge Contacts.
The merge action is immediate.
After the Merge: What Changes
Unified Payment View
All transactions from both contacts appear under one contact.
All subscriptions are visible in the Master contact’s profile.
What Does Not Change
Historical transactions retain their original contact association internally.
No payment records are deleted or modified.
Reporting and reconciliation remain accurate.
Common Issues and Fixes
I don’t see older transactions after merging
Refresh the page and confirm you are viewing the Master contact.
Invoices are still showing the old contact name
This is expected for historical accuracy. Clicking the record opens the Master contact.
Subscription payment failed but notification went to the wrong contact
Ensure the Master contact has the correct email and phone set as primary.
FAQ
Will I lose payment history when merging contacts?
No. All transactions, subscriptions, orders, and invoices are preserved.
Which contact receives future billing notifications?
The Master contact receives all future subscription-related notifications.
Can merged transactions be split back later?
No. Contact merging is permanent and cannot be undone.
Do subscriptions remain active after merging?
Yes. Active subscriptions continue without interruption.
Why do some searches still show the old contact name?
For historical traceability, searches may reference original contact names, but records open under the Master contact.