Documentation Commerce Customer Management

Manage customer accounts

May 5, 2023

Topics:
Customers

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

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 Manage 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.

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.

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 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.

recommendation-more-help

Manage customer accounts

Customer account actions

Subscribe to newsletter

Unsubscribe from newsletter

Assign a customer group

Delete customer accounts

Export customers accounts

Actions/controls

Columns

Additional columns