Manage Customer Accounts

Use the Customers grid to find any customer account. You can use the standard workplace controls to filter the list, change the column layout, save views, and export data. The Actions control above the grid can be used to apply an operation to multiple customer records.

All Customers

Customer account actions

On the Admin sidebar, go to Customers > All Customers.
In the first column of the grid, select the checkbox of each record that you want to update.
Follow the instructions for the action that you want to apply.

INFO

The following actions can be applied to either single or multiple records.
When complete, click Save Config.

In multi-store and multi-site setups with a global customer account scope, a customer account can be subscribed to newsletters multiple sites or stores. If you apply the Subscribe action to a customer account, it activates the newsletter subscription for the default site/store view only.

Set the Actions control to Subscribe to newsletter.

See Managing Subscribers for more information about managing newsletter subscriptions for a customer.

In multi-store and multi-site setups with a global customer account scope, a customer account can be subscribed to newsletters for multiple sites/stores. If you apply the Unsubscribe action to a customer account, all active subscriptions are unsubscribed.

Set the Actions control to Unsubscribe to newsletter.
When prompted to confirm, click OK.

See Managing Subscribers for more information about managing newsletter subscriptions for a customer.

Assign a customer group

Set the Actions control to Assign a customer group.
Choose the customer group to which all selected customer records are to be assigned.
When prompted to confirm, click OK.

Edit a customer account

Method 1: Quick Edit

In the first column, select the checkbox of the customer account to be edited.
Set the Actions column to Edit.

INFO

The value of each value that can be updated appears in a text box. Only some values of the selected customer record can be edited from the grid.
Update any of the following values, as needed:
- Email
- Web Site
- Tax/VAT Number
- Gender
Click Save.

Method 2: Full Edit

In the grid, find the customer record to be edited.
In the Actions column on the far right, click Edit.
Make the necessary changes to the company information.

INFO

To learn more, see Updating Customer Accounts.
When complete, click Save Customer.

Delete customer accounts

Deleted customer accounts cannot be restored. Information about customer activity and transactions is retained in the system.

Set the Actions control to Delete.
When prompted to confirm, click OK.

Export customers accounts

On the Admin sidebar, go to Customers > All Customers.
In the Table Header Menu, click Export and select the desired format:
- CSV
- Excel XML
Click OK.

The file goes to your default downloads folder.

The above instruction exports all customer accounts. If you want to export a limited set, select the checkboxes for the accounts you want to export, or use filters on the control panel to select a range of customer accounts.

Actions/controls

Option	Description
Delete	Deletes selected customer accounts. If the customer account belongs to a company administrator for a B2B store, another company user must be assigned as administrator before the customer account can be deleted.
Subscribe to Newsletter	Subscribes selected customers to newsletter.
Unsubscribe from Newsletter	Unsubscribes selected customers from newsletter.
Assign a Customer Group	Assigns selected customers to a customer group.
Edit	Allows some values of a single selected customer record to be edited from the grid. By default, the following values are available for a quick edit: Email, Group, Phone, ZIP, Web Site, Tax VAT Number, and Gender.

Columns

Column	Description
Select	Manages the checkbox selections for the customer records for applying an action. You can also use the selection control in the column header to select/deselect all.
ID	A unique numeric identifier that is assigned when the customer account is created.
Name	The first and last name of the customer.
Email	The email address of the customer.
Group	The customer group to which the customer is assigned.
Phone	The phone number of the customer.
ZIP	The ZIP or postal code of the customer.
Country	The country where the customer is located.
State/Province	The state or province where the customer is located.
Customer Since	The date and time the customer account was created.
Web Site	The web site in the store hierarchy to which the customer account is associated.
Confirmed Email	Indicates if a confirmation email is required.
Account Created In	Indicates the store view from which the customer account was created.
Date of Birth	The date of birth of the customer. In keeping with current security and privacy best practices, be aware of any potential legal and security risks associated with the storage of customers’ full date of birth (month, day, year) with other personal identifiers. It is recommended that you limit the storage of customers’ full birth dates and suggest using customer year of birth as an alternative.
Tax / VAT Number	If applicable, the tax number or value-added tax number that is assigned to the customer. This field is not the same as the VAT Number.
Gender	The gender of the customer.
Action	Edit - Opens the company account in edit mode.

Additional columns

These columns are available by changing the column layout of the grid.

Column	Description
Company	The company name of the customer.
Street Address	The street address of the customer.
City	The city where the customer is located.
Fax	The fax number of the customer, if applicable.
Billing Firstname	The first name in the billing address of the customer.
Billing Lastname	The last name in the billing address of the customer.
Billing Address	The address where billing information is to be sent.
Shipping Address	The address where orders are to be shipped.
VAT Number	The value-added tax number that is associated with the customer address. For digital goods sold in the EU, the VAT is based on the billing address of the customer. This field is not the same as the Tax/VAT Number.
Account Lock	Indicates the status of the account. As a security measure, customer accounts can be locked after too many login attempts. Values: Locked / Unlocked
Status	The current user status. Options: Active / Inactive
Customer Type	Customer types, options: Individual user / Company admin / Company user
Sales Representative	The sales representative who is assigned as the point of contact for a company account and receives all automated email messages related to the company.

Manage Customer Accounts