Dashboard

Customers

Track and manage every customer, everyone who creates an account on your store appears here, and you can add customers manually too.

The Customers page is where you track and manage everyone who shops with your store. Open it from Customers in the dashboard sidebar.

Any shopper who creates an account on your store automatically appears here. You can also add customers manually with + Create Customer.

The Customers page with filters, search, and a table of customers

The customers table

Each customer appears as a row with these columns:

Name, the customer's name (click it to open their details).
Email, their email address.
Phone, their phone number.
Gender, their gender.
Country, their country.
Orders, how many orders they've placed.
Total Spent, how much they've spent in total.
Created, when the customer was added.

At the top you can also set a Date range, filter by Status, and click + Create Customer to add one manually.

Viewing a customer's details

Click a customer's Name to open the Customer Detail page, where you can see everything about that customer:

Customer profile. Their name, email, and Customer Info, username, country, gender, address, customer-since date, and status (Active / Inactive).
Order Statistics. The customer's total orders.
Financial Overview. Their total spend.
Coupons. How many coupons used and the total coupons amount.
Order history. A table of the customer's orders, each with its Order ID, date, items, payment type, order status, payment status, order amount, coupon discount, and net amount. Click an Order ID to open that order.
Edit Customer. Update the customer's details.

Customer actions

Next to Edit Customer at the top right is a dropdown (▾) with more actions for the customer:

The Edit Customer dropdown showing Send Invite, Block, and Delete actions

Send Invite. Send an account invite email to the customer. They receive a reset-password link and can set their password from there to access their account. A confirmation asks "Send an account invite email to …?", click Yes, proceed.
Block. Blocked customers can't sign in or place orders. You can unblock them anytime. A confirmation appears before blocking.
Delete. Permanently deletes the customer and their data. A confirmation warns that this action cannot be undone, click Yes, delete to confirm.

Delete is permanent and cannot be undone. If you only want to stop a customer temporarily, use Block instead, you can unblock them later.

Filtering by date range

Open the Date range dropdown to limit the list to a period, All time, Last 7 days, Last 30 days, Last 3 months, Last 6 months, Last 12 months, or a Custom range.

Filtering by status

Open the Status dropdown to show only certain customers:

All
Active
Inactive

Searching customers

Use the search box (User ID, email and name) to quickly find a customer by their user ID, email, or name.

Choosing columns

Click Column to open Show or hide columns. Toggle any column on or off, Name, Email, Phone, Gender, Country, Orders, Total Spent, Created, and Status, to control what the table shows.

Sorting

Click Sort to order the list:

Sort by, Customers (Created At), First Name, Last Name, or Email.
Sort directions, Ascending or Descending.

Filtering

Click Filter for more precise filters on the customer list.

Adding a customer manually

Click + Create Customer to open the Add Customer form. Fill in the details and click Add customer at the bottom.

Customer overview

Email (required) and Phone (required).
First name (required), Last name (required), and Gender.

Customer information

Address (required) and Postal Code (required).
Country (required), State (required), and City (required).

Tags and notes (optional)

Tags. Type a tag and press Enter to add it, the tag appears as a chip (for example VIP, wholesale, Repeat Customer). Add as many as you like.
Add Extra Note for this customer. An internal note about the customer (for example Requested bulk discount for future orders).

Both Tags and Add Extra Note are optional, you can leave them empty.

Save

Click Add customer to create the customer.

Fields marked with a red asterisk (*) are required, you can't save the customer until they're filled in. Tags and Add Extra Note are optional.

Most customers are added automatically when they register on your store. Use Create Customer for walk-in, phone, or manual orders where the customer isn't signed up yet.

Importing customers

To add many customers at once, import them from a CSV file. Click the dropdown (▾) next to + Create Customer and choose Import Customer.

The Import Customer option in the dropdown next to Create Customer

Download the sample file

In the Import Customer dialog, click Download sample file. Build your CSV using the same headers and format as the sample, then fill in your customers.

Upload your CSV

Drag and drop your file into the upload area or click to browse. The file must be a CSV. The uploaded file's name appears once it's added.

Import

Click Import to add the customers to your store (or Cancel to go back).

CSV format

Your CSV must use these column headers (match them exactly):

#	Header	#	Header
1	`first_name`	10	`default_address_country_code`
2	`last_name`	11	`default_address_state`
3	`email`	12	`default_address_zip`
4	`accepts_email_marketing`	13	`default_address_phone`
5	`default_address_company`	14	`phone`
6	`default_address_address1`	15	`accepts_sms_marketing`
7	`default_address_address2`	16	`tags`
8	`default_address_city`	17	`note`
9	`default_address_province_code`	18	`tax_exempt`

Use the Download sample file as your template, keeping the exact header names (and CSV format) ensures your customers import correctly.

Editing a customer

To update a customer's details, open their details page and click Edit Customer. The Edit Customer form opens, pre-filled with the customer's current information.

The Edit Customer form pre-filled with the customer's details, including tags

It has the same fields as the Add Customer form, edit any of them:

Customer overview, Email, Phone, First name, Last name, Gender.
Customer Information, Address, Postal Code, Country, State, City.
Tags and Add Extra Note (both optional). Type a tag and press Enter to add it; click the × on a tag chip to remove it.

When you're done, click Update customer to save your changes.

Catalogue

Create and manage tags that bundle products or categories together, from the Catalogue page.

Sales

The Sales report is the full breakdown of your store's revenue, dig into what you're selling, where and how customers buy, and what you're keeping or losing.