Customers

This chapter covers Customers. The pages are listed in the order you'd usually need them: how it works first, then the tasks, then the reference pages.

To…	Go to…
Add a customer, manage their details, defaults, and addresses, and track their balance, credits, and store credit wallet	Create & edit a customer
Create or update many customers at once with the four-step importer — upload, map columns, validate, import — including how rows match existing customers by ID, email, or name and address	Import customers from a spreadsheet
Download the customers list as a CSV — full contact, address, and default-settings columns — and use it as a bulk-edit template to re-import	Export customers
Add tags to a customer so you can group and segment them across SKU	Tag a customer
Give a customer default payment terms and a credit limit, and read their exposure and available credit	Set a customer's payment terms and credit limit
Every column the customer importer accepts — the required Name, the ID and email update keys, the address block, and the name-lookup columns	Importable customer columns reference
Every column on the customers list, the filters and saved views, the archived toggle, and the bulk archive and delete actions	The customers list — columns, filters & bulk actions