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How to transfer or merge customer's accounts

If a customer has two accounts, the business can easily merge them into the Kangaroo business portal. 

Both sets of information on the account (email/phone number) are needed.

Follow the below steps:

  • Log into the Kangaroo Business Portal.
  • Go to the Customers - Customer Management section.
  • Click on the filter button on the right of the table and search for the customer using their phone number, and email address.
  • Click on the Blue Eye icon User Details button on the right.
  • Click on the arrow, to transfer the account of the user

  • Click on Transfer Balance & Enter the other account information. 

  • Click transfer Balance to confirm.