--- title: "Add, edit & merge customer profiles in your Helcim Dashboard" slug: "add-edit-merge-customers" description: "Step-by-step instructions for creating new customer profiles, updating existing information, deleting, and merging duplicates in your Helcim account." updated: 2025-10-02T21:31:36Z published: 2025-10-02T21:31:36Z canonical: "learn.helcim.com/add-edit-merge-customers" --- > ## Documentation Index > Fetch the complete documentation index at: https://learn.helcim.com/llms.txt > Use this file to discover all available pages before exploring further. # Add, edit, and merge customer profiles If you need to add a new customer before sending an invoice, update details for a regular customer, remove an old contact, or fix a duplicate entry you accidentally created, then you’re in the right place! This guide makes managing your customer list simple – here's exactly how to add, edit, delete, and merge profiles in Helcim. --- **In this article** - [Adding a new customer](/v1/docs/add-edit-merge-customers#adding-a-new-customer) - [Editing an existing customer's information](/v1/docs/add-edit-merge-customers#editing-an-existing-customers-information) - [Deleting a customer](/v1/docs/add-edit-merge-customers#deleting-a-customer) - [Merging duplicate customer profiles](/v1/docs/add-edit-merge-customers#merging-duplicate-customer-profiles) - [Next steps](/v1/docs/add-edit-merge-customers#next-steps) - [FAQs](/v1/docs/add-edit-merge-customers#faqs) --- ## Adding a new customer --- Here’s how to add a new customer to your customer list. --- ### Step 1: Create a new customer profile - Navigate to **Customers** in the All Tools menu, then click **Customer List**. - Click the **New Customers** button in the top right corner. ![Creating a new customer in the Helcim customers tool](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/adding-new-customer.png) --- ### Step 2: Fill out the customer’s basic information Under the **Customer Information** tab, fill in the basics: - **Customer Code:** If you leave this blank, a code will auto-generate based on your settings. You can also enter a unique code. - **Business Name:** If applicable. - **Contact Name:** The primary person's name. ![Entering basic info for a customer in Helcim's customers tool](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customer-information.png) --- ### Step 3: Enter the customer’s address details - Enter the **Billing Information** provided by your customer. - For **Shipping Information**, you can toggle the switch **ON** to use the same address as billing, or toggle it **OFF** to enter a different shipping address. ![Filling in address details for a customer in Helcim](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/address-details.png) --- ### Step 4: Configure advanced options for the customer (optional) Click the **Advanced Options** tab for additional settings (all optional): - **Tax Exempt:** Specify if the customer is exempt from taxes. - **VAT Number:** Enter if applicable for [Level 3 processing](/v1/docs/level-2-3-optimization#what-is-level-2-and-3-data). - **Accepts Marketing:** Track if they've opted into marketing communication. - **Wholesale Pricing:** Toggle on if they are eligible for [wholesale prices](/v1/docs/advanced-pricing-options#wholesale-pricing) on your products. ![Advanced options for a customer profile in Helcim](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customer-advanced-options.png) Click **Save** in the top right to add the customer to your list. ## Editing an existing customer's information --- Need to update a customer's details? Here’s how. 1. Go to **Customers** > **Customer List**. Use the search bar at the top to quickly find the customer by name, email, code, etc. 2. Click on the customer's name or anywhere on their row in the list to open their profile. 3. Edit any fields that need updating. 4. Click **Save** to apply your changes. ## Deleting a customer --- If you need to remove a customer profile completely: 1. Find the customer on the **Customer List** page (use the search icon if needed). 2. Click the **Trash Can** icon on the far right of that customer's row. 3. A confirmation pop-up will appear. Click **Yes** to permanently delete the profile. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/danger.png) | **Heads up:** Deleting a customer profile is permanent and cannot be undone. Ensure you definitely want to remove the profile before confirming. | | --- | --- | ## ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/deleting-customer.png) ## Merging duplicate customer profiles --- Accidentally created two profiles for the same customer? You can merge them to keep things tidy. 1. From the **Customer List**, click the **Merge Customers** button in the top right corner. 2. **Search for Primary Customer:** Find and select the profile you want to *keep*. All information will be merged into this primary profile. 3. **Search for Secondary Customer:** Find and select the duplicate profile you want to *merge and remove*. 4. **Remove Duplicate Cards:** Decide if you want the system to automatically delete any duplicate credit cards found during the merge. Toggle the switch **ON** (recommended to avoid confusion) or **OFF**. 5. Review your selections carefully, ensuring the primary customer is the one you intend to keep. 6. Click **Merge** in the top right. 7. Confirm by clicking **Yes**. The secondary profile's unique information (like transaction history, notes, etc.) will be added to the primary profile, and the secondary profile will be deleted. ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/merging-customers (1).png) ## Next steps --- Now that you know how to manage customer profiles, you might want to manage their payment methods or import customer data in bulk: - [Manage customer credit cards (Card Vault)](/v1/docs/manage-customer-cards-vault) - [Manage customer bank accounts (ACH/PAD)](/v1/docs/manage-customer-bank-accounts) - [Import and export customer data](/v1/docs/import-export-customer-data) --- ### FAQs **What happens to the customer's history when I merge profiles?** The transaction history, notes, saved payment methods, and other activity from the secondary (merged) profile are combined with the primary profile. The secondary profile itself is then deleted. **Can I undo deleting or merging a customer?** No, deleting or merging customer profiles is permanent and cannot be undone through the platform. Please be certain before confirming these actions. **What's the difference between a billing and shipping address?** The **Billing Address** is primarily used for payment verification (it should match the address associated with the customer's credit card or bank account). The **Shipping Address** is where you would send physical goods. They can be the same or different.