JsWorkflows Templates
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Customers

Find duplicate customers for review

Scans customers for likely duplicates, checks Shopify merge eligibility, and reports up to 500 candidates for review. Optional auto-merge is off by default.

Install JsWorkflowsTemplate setup docs

When to use this template

This template is built for Shopify stores using the JsWorkflows app.

What it does: Scans customers for likely duplicates, checks Shopify merge eligibility, and reports up to 500 candidates for review. Optional auto-merge is off by default.

It is designed for Shopify customer operations and gives you a production-ready starting point instead of building the automation from scratch.

This workflow uses the scheduled trigger model and starts from the "Weekly schedule" trigger. It includes setup fields for merchant-facing values, so you can configure the workflow before installing it.

Setup guide

Before you start

This template helps find possible duplicate Shopify customers. It is conservative by default: it reports candidates for review and does not merge customers unless you explicitly change the automatic merge setting.

What it checks

  • Exact email matches
  • Exact phone matches
  • Name plus default address matches
  • Shopify customer merge eligibility for each reported candidate

Configure in setup

  • Customer search query: optional Shopify customer search query to narrow the scan
  • Maximum customers per run: safety cap for one scheduled scan
  • Maximum candidates to report: maximum number of duplicate pairs logged for review. The setup field allows up to 500 candidates so logs stay reviewable.
  • Tag candidates: optionally add a review tag to both customers in each candidate pair
  • Automatic merge mode: keep this off until you have reviewed dry-run results

Safety notes

  • Automatic merging is off by default
  • Name plus address matches are never auto-merged because they can identify family members or shared addresses
  • Shopify can still block a merge if customer records contain conflicting fields
  • The workflow requires Shopify customer merge access before it can preview or merge customers

Setup fields

Customer search query
textareaOptionalconfig

Optional Shopify customer search query. Leave empty to scan newest customers first, or narrow the scan with filters such as tag:vip or created_at:>2026-01-01.

Maximum customers per run
numberRequiredconfig

Safety cap for how many customers one scan can read.

Maximum candidates to report
numberRequiredconfig

Maximum duplicate customer pairs to preview and log for review. The highest allowed value is 500.

Match exact email
checkboxRequiredconfig

Find customers with the same normalized email address.

Match exact phone
checkboxRequiredconfig

Find customers with the same normalized phone number.

Match name and address
checkboxRequiredconfig

Find customers with the same first name, last name, default address, postal code, and country.

Tag candidates
checkboxRequiredconfig

Add a tag to customers that appear in a duplicate candidate pair.

Candidate tag
textRequiredconfig

Tag added when Tag candidates is enabled.

Automatic merge mode
selectRequiredconfig

Keep off unless you have reviewed matching behavior and are comfortable letting the workflow start customer merge jobs.

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