Managing Your Store's Customer List

Managing Your Store's Customer List

Every time a new customer places an order, their information appears on your customer list. You can view and manage all your customers on the Customers page in your store admin. From there, you can add, edit, or delete customer profiles, view their orders, and create customer groups for special discounts.


Add Customers

You can add customers to your store in bulk, which is useful if you are moving from a physical store to an online one. Once imported, you can add them to customer groups and give them special discounts.

  1. Create a simple CSV file with your customer list. The file must be delimited with a comma (,) and have a header that says "name","email","password".

  2. From your Shop dashboard, select Apps > App Market.

  3. Install the free Import customers app.

  4. Upload your CSV file using the app, and your new customers will be created automatically.


Edit Customer Details

You can change an existing customer's information at any time.

  1. From your Shop dashboard, select My Sales > Customers.

  2. Click the pencil icon next to the customer profile you want to edit.

  3. In the Edit customer dialog, you can change the customer's name, email, assigned customer group, tax exemption settings, and whether they accept marketing emails.

  4. Click Save to confirm your changes.


Search and Filter Customers

You can use the filter bar on the Customers page to find customers by name, email, or other criteria.

  1. Select My Sales > Customers.

  2. Search for a full name or email address.

  3. Select the filters you want to use, such as customer group, tax-exempt, or email marketing.

  4. The list will automatically update to show customers who match your filters.


Create and Manage Customer Groups

Customer groups let you organize your customers into segments like "wholesale clients" or "VIP customers" to give them special discounts.

To add or remove a customer from a group:

  1. From your Shop dashboard, select My Sales > Customers.

  2. Search or filter your customer list to find the customer you want.

  3. Click the pencil icon to the right of the customer’s name.

  4. Assign a customer group in the Customer group column.
    Assign a customer to a group

  5. Click Save.


Export Customers

You can export your entire customer list or a specific segment to a CSV file. Exporting is the fastest way to get a list of customer data for things like a newsletter service.

  1. Select My Sales > Customers.

  2. Choose the customers you want to export using the filters.

  3. Click Export All Found below the customer list.

  4. A CSV file will be downloaded to your computer.


Delete Customers

You can delete a customer's profile from your store at any time. Deleting a customer profile does not delete their order history; those records will still be accessible on the Orders page.

  1. Select My Sales > Customers.

  2. Search for or filter your list to find the customer you want to delete.

  3. Check the box next to the customer's name. You can select multiple customers to delete them in bulk.

  4. Click Delete, then Yes to confirm.

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