Customers: import and export

What you can do in bulk with your customer list today: take it out to a file.

You can download your customers as a CSV file that Excel opens correctly. Loading customers from a file is not possible yet: the import screen only loads products, and customers are added one at a time from the Customers screen.

Export your customers

1. Open the Export screen (/admin/export).
2. If you want each customer WhatsApp number included, tick Include contact numbers and press Apply so the download carries them.
3. Press Customers (CSV). The file customers.csv downloads.

What the file holds

• One row per customer with these columns, which stay in English in either language: name, company, discount_percent, tax_rate, surcharge, locale, tax_id, tax_id_type, fiscal_country, fiscal_address, shipping_address, delivery_notes, notes, origin, last_order_at, created_at, surcharge_declared_at and details_saved_at.
• discount_percent is the whole-number discount; tax_rate is the name of the customer tax rate, or empty if they use each product rate; surcharge is true or false. Dates are written in UTC and addresses as they were typed.
• With the contact box ticked, the email and whatsapp columns are added.
• The customer link column comes only when you ask for it: tick Include personal links on the export screen (CSV) or on the customers list's Excel export. Only the shop owner sees that option.

What it leaves out

• Customer links are left out unless you ask for them: a link is an access key, so treat a file that holds them with care.
• Changes a customer has proposed and you have not yet decided on are not exported.

Good to know

• The Customers list can be searched by name, business or number, and filtered by origin: Added from an order or Saved by the customer.
• To take everything else out, see Export and close your account.
• To set each customer discount, see Prices and discounts.