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Sometimes the same person ends up with more than one customer profile in Maestra Platform — usually because they signed up through different channels, used different emails, or were imported from another system. When that happens, you can merge their profiles by hand so all of their history, contacts, and subscriptions live on a single record. This guide walks you through the manual merge process, what gets combined, and which fields you’ll still need to fill in yourself.

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How to merge profiles

1

Open the customer list

Go to Data → Customers.
2

Find the profiles you want to merge

Search for the customers whose profiles belong to the same person.
3

Select the profiles

Use the checkboxes next to each customer to mark every profile that should be combined.
4

Choose the merge action

From the actions menu, pick Merge customers.
5

Pick the primary customer and confirm

Choose which profile will be the primary customer — the record that will survive the merge — and click Merge.
Once the merge finishes, Maestra Platform shows a confirmation that only one customer profile remains.

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What happens to the data

After the merge, the actions and fields from the selected customers are combined on the primary customer. Any empty fields on the primary profile — such as the customer’s full name or subscription preferences — are filled in with the values from the other profiles being merged. In short, the primary record keeps everything it already had and picks up whatever information was only present on the other profiles.

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Fields that are not filled in automatically

Three fields are never copied from the other profiles into the primary customer during a merge:
  • Email
  • Mobile phone number
  • Time zone
If the primary profile is missing any of these values, the merge will not pull them in from the other records. You’ll need to add them to the primary customer manually after the merge is complete.