> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/customers/merge-or-split-customer-accounts.md).

# Merge or split customer accounts

When accounts are set up wrong you can combine or separate customers from the customer page's ... menu. Merge Customer moves one customer's properties, contacts, and automations into another customer, combining them into a single account (you pick which account to merge into and reconcile any duplicate contacts).

Split Customer does the opposite: it separates a customer's properties into one or more new accounts - you group the properties, each non-empty group becomes its own customer, and then you assign contacts to each.

Both are account-level actions; they may be unavailable when the customer is connected to a payment integration, and Split needs the customer to have more than one property.

Merge and Split also require the customer merge/split permission. If you do not see these actions but need them for your work, contact your business's administrator to review your role. If the administrator cannot make the permission change in Settings, they can contact Essential from the Talk to a human tab.

> **Where to find it:** On the customer page, the ... menu: Merge Customer and Split Customer

## Related guides

* [Create a customer](/customers-and-work/customers/create-a-customer.md)
* [See and browse all your customers](/customers-and-work/customers/see-and-browse-all-your-customers.md)
* [Making a customer active or inactive](/customers-and-work/customers/making-a-customer-active-or-inactive.md)
* [Saving a customer's payment methods](/customers-and-work/customers/saving-a-customers-payment-methods.md)
* [Set customer billing (payment terms, tax exempt, autopay)](/customers-and-work/customers/set-a-customers-billing-profile-payment-terms-tax-exempt-autopay.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/customers-and-work/customers/merge-or-split-customer-accounts.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
