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.
See Update customer profile for information about making manual updates to a customer account.
Customer account actions
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On the Admin sidebar, go to Customers > All Customers.
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In the first column of the grid, select the checkbox of each record that you want to update.
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Follow the instructions for the action that you want to apply.
note info INFO The following actions can be applied to either single or multiple records. -
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.
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Set the Actions control to
Unsubscribe to newsletter
. -
When prompted to confirm, click OK.
Assign a customer group
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Set the Actions control to
Assign a customer group
. -
Choose the customer group to which all selected customer records are to be assigned.
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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.
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Set the Actions control to
Delete
. -
When prompted to confirm, click OK.
Export customers accounts
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On the Admin sidebar, go to Customers > All Customers.
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In the Table Header Menu, click Export and select the desired format:
- CSV
- Excel XML
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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
Columns
This field is not the same as the VAT Number.
Additional columns
These columns are available by changing the column layout of the grid.
This field is not the same as the Tax/VAT Number.
Locked
/ Unlocked
Active
/ Inactive
Individual user
/ Company admin
/ Company user