> ## Documentation Index
> Fetch the complete documentation index at: https://handbook.polar.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Merge Accounts

> Procedure for merging multiple merchant accounts

## Context

In the past, merchants had the ability to create multiple accounts. This caused issues where some orders were linked to one account and others to another account. This procedure consolidates all transactions and data into a single account.

## When to Use

* A merchant reports having multiple accounts with split orders
* Support has identified duplicate accounts for the same merchant
* Transactions are distributed across multiple account IDs

## Prerequisites

* Account IDs for all accounts to be merged
* Confirmation from the merchant or support team
* Database access credentials

## Procedure

### Step 1: Identify Accounts with Orders

First, check which accounts have associated transactions:

```sql theme={null}
SELECT
    account_id,
    count(*)
FROM
    transactions
WHERE
    account_id IN (
        'cb8e3716-194a-4156-9979-1689ac114dfc',
        '3b69fd41-82f2-449e-8de8-87991f8473fe',
        'b03562b6-d45f-4f2c-a808-24177910094c',
        'd7701470-46ed-455e-bcbb-92b9eb887e0c'
    )
GROUP BY
    account_id;
```

<Note>
  Replace the account IDs in the `IN` clause with the actual account IDs you need to check.
</Note>

### Step 2: Check Accounts with Payouts

Verify which accounts have associated payouts:

```sql theme={null}
SELECT
    account_id,
    count(*)
FROM
    payouts
WHERE
    account_id IN (
        'cb8e3716-194a-4156-9979-1689ac114dfc',
        '3b69fd41-82f2-449e-8de8-87991f8473fe',
        'b03562b6-d45f-4f2c-a808-24177910094c',
        'd7701470-46ed-455e-bcbb-92b9eb887e0c'
    )
GROUP BY
    account_id;
```

### Step 3: Soft Delete Old Account

Determine which account should be the primary account (the one to keep) and soft delete the old account(s):

```sql theme={null}
UPDATE accounts
SET
    deleted_at = now()
WHERE
    id = '3b69fd41-82f2-449e-8de8-87991f8473fe';
```

### Step 4: Migrate Transactions

Move all transactions from the old account to the new (primary) account:

```sql theme={null}
UPDATE transactions
SET
    account_id = 'cb8e3716-194a-4156-9979-1689ac114dfc' -- new account
WHERE
    account_id = '3b69fd41-82f2-449e-8de8-87991f8473fe'; -- old account with orders
```

<Note>
  * The first account ID is the **new/primary** account (destination)
  * The second account ID is the **old** account (source) being merged
</Note>

### Step 5: Verify Migration

Confirm the migration was successful:

```sql theme={null}
-- Verify no transactions remain on old account
SELECT count(*) FROM transactions
WHERE account_id = '3b69fd41-82f2-449e-8de8-87991f8473fe';

-- Verify transactions moved to new account
SELECT count(*) FROM transactions
WHERE account_id = 'cb8e3716-194a-4156-9979-1689ac114dfc';
```

## Post-Procedure

* [ ] Document the merge in the on-call log
* [ ] Notify support team of completion
* [ ] Confirm with merchant that orders are now visible in their primary account