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How to merge duplicate user accounts

merge user accounts, combine, fix duplicate user accounts, move transaction records, incorrect email address during checkout

Eduardo Stewart avatar
Written by Eduardo Stewart
Updated yesterday

In some cases, you may need to merge two user accounts in Learnybox. This typically happens when a customer:

  • Places a second order using a different email address than the one used to complete their first order.

  • Misspells their email during checkout.

  • Ends up with multiple user accounts, and requests a single login to access all their content.

Learnybox creates one user record per email address, so each unique email generates a separate account. To resolve this, you can merge the accounts by transferring the transaction data (and user details, if needed) to the correct record.

Steps to Merge Two User Accounts

1. Identify the Correct Account

  • Find the original user account that completed the first transaction using the correct email address.

  • Confirm the user record contains the correct email.

2. Open the Transaction Linked to the Incorrect Account

  • Navigate to SalesOrders & invoicesTransactions tab

  • Locate the transaction associated with the incorrect email address and click on View transaction

3. Edit the Transaction Record

  • From the transaction details page, click on Edit (top right)

  • Replace the incorrect email with the correct email address.

  • Click Confirm to save your changes.

4. Update the User Profile Email

  • Still on the transaction details page, locate the Customer information section.

  • Edit the customer’s email address to match the correct one.

  • Click Confirm again.

5. Check the Results

  • Return to the original user account (with the correct email).

  • Open the Transactions tab in the user's profile and refresh the page.

  • You should now see both the original and the newly reassigned transaction listed.

  • The customer will be able to access all of their content (e.g., both courses) from a single login.

6. Deactivate or Delete the Incorrect User Account

  • From the CRM tool (side navigation menu: Users tab), perform a user search using the incorrect email address.

  • Since the user record will no longer be linked to any transactions, you can safely deactivate or delete the incorrect user record.

Note: This process does not transfer any sequences (automations or emails) linked to the second account. If needed, manually reassign the relevant sequences to the correct user account.

This method ensures your customer has seamless access to all their purchases from a single account, while keeping your database clean and consistent.

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