Manage customer accounts

Last update: 2023-05-05
  • Created for:
  • Beginner
    Intermediate
    Admin
    User

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

See Update customer profile for information about making manual updates to a customer account.

Customer account actions

  1. On the Admin sidebar, go to Customers > All Customers.

  2. In the first column of the grid, select the checkbox of each record that you want to update.

  3. Follow the instructions for the action that you want to apply.

    INFO

    The following actions can be applied to either single or multiple records.

  4. When complete, click Save Config.

Subscribe to newsletter

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 Manage subscribers for more information about managing newsletter subscriptions for a customer.

Unsubscribe from newsletter

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.

  1. Set the Actions control to Unsubscribe to newsletter.

  2. When prompted to confirm, click OK.

Assign a customer group

  1. Set the Actions control to Assign a customer group.

  2. Choose the customer group to which all selected customer records are to be assigned.

  3. When prompted to confirm, click OK.

Delete customer accounts

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

  1. Set the Actions control to Delete.

  2. When prompted to confirm, click OK.

Export customers accounts

  1. On the Admin sidebar, go to Customers > All Customers.

  2. In the Table Header Menu, click Export and select the desired format:

    • CSV
    • Excel XML

  3. 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 classification. 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.
Previous page
Next page

On this page