MergeGuard Help
Step-by-step answers for the things you do with MergeGuard, grouped by topic. Find your task, follow the steps, and write to support if you are still stuck.
By MergeGuard team
Last updated
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Setup
2 articles
Install MergeGuard and understand the first groups it finds.
- Install MergeGuard on Shopify and see what it can accessInstall MergeGuard for Shopify from the App Store, see the permissions it asks Shopify for, and check the plan and free allowance you start with.
- What you see after the first scanAfter the first scan, MergeGuard sorts duplicate groups into Strong, Needs your judgment, New and Protected. Learn what each view means and where to start.
Merging customers
3 articles
See what a merge changes, check each group and handle a larger cleanup.
- What happens when you merge customer profiles in ShopifyWhen Shopify customer profiles merge, orders, addresses, notes and tags move to one profile, a subscribed profile keeps it subscribed, and it can’t be undone.
- Safe merge checklist for Shopify customer profilesShopify customer merges are permanent. Run these 8 checks first: the match, shared emails, kept details, subscriptions, blockers, limits and automation.
- How to bulk merge duplicate customers in ShopifyShopify admin merges two profiles at a time. Bulk merge duplicate customers with MergeGuard: whole groups, every strong match in one pass, or automatically.
Plans and billing
3 articles
Understand the trial, allowances, plan changes, cancellation and refunds.
- How the MergeGuard free trial worksStarter, Growth and Scale start with a 14-day free trial. See what is included, when the reminder arrives and how repeat trials work for each plan.
- How your merge allowance worksOne merge removes one duplicate profile. See how many merges a group uses, when monthly and yearly allowances arrive, and how contact fixes are counted.
- Upgrade, downgrade or cancel your planChange or cancel your MergeGuard plan in Shopify. See when each change takes effect, what stays available and why MergeGuard does not offer refunds.
Audiences
2 articles
Build lists that count people and export them as CSV files.
- Build an audience list that counts each person oncePick a ready Audiences list, adjust its rules with a live preview, then sync it to Klaviyo or export a CSV. See which audience each MergeGuard plan includes.
- Export an audience list as a CSVExport any MergeGuard audience list as a CSV for another email platform. See which exports count toward your plan and which are open on every plan.
Klaviyo
3 articles
Connect Klaviyo, sync a list, keep it in sync and merge repeat profiles.
- Connect Klaviyo to MergeGuardConnect Klaviyo to MergeGuard for Shopify on Growth, Scale or Enterprise. Connecting never syncs anything on its own, and you can disconnect from Settings.
- Sync an audience list to KlaviyoSend a MergeGuard audience list to Klaviyo when you choose. See the monthly syncs on Growth and Scale, Keep in sync on Scale, and what a sync never changes.
- Merge repeat profiles in KlaviyoMerge matching Klaviyo profiles after a Shopify merge. See what can change, what MergeGuard skips and why Klaviyo profile merges are permanent.
Troubleshooting
4 articles
Handle permanent merges, Protected groups, used allowances and contact-fix undo.
- Can I undo a customer merge?Shopify customer merges are permanent. Learn what History and snapshots record, what support can help you check, and which MergeGuard actions can be undone.
- A group shows as Protected: what to doA Protected group holds profiles Shopify won’t merge. Find the blocker, see what MergeGuard does, and learn how Audiences still count one person.
- You ran out of merges: what to doWhen your MergeGuard allowance runs out, automatic work stops and bulk merges pause. See when new merges arrive and how an upgrade adds merges mid-period.
- Undo a contact fixUse History to undo a contact fix. A contact fix can be undone once, and the undo is its own record that uses 1 fix. Merges are permanent and cannot be undone.
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