Customer Accounts

Modified on Fri, 12 Jan at 10:24 PM

Customer accounts allow your customers to create a password protected account. The next time they log in, their billing and shipping address will automatically be populated and they can also review their order history.

To enable customer accounts:

In the cart admin, click Settings in the top menu.
Click Customer Login under General Settings.
Select Enable Customer Login.
Click the Save button.

Managing Customers

You can manage customers in the cart admin by clicking on Customers in the top menu. The Customers area allows you to:

View and edit customer address information
View orders that were placed by a customer
Update a customer login information
View the number of orders each customer placed

NOTE: Only customers that have created accounts will be listed in the Customers area. If you need access to all customer data, you will need to extract it from orders (see below).

Export Customer Information to a CSV File

A CSV (comma separated values) file that contains your customers' data (name, email, etc.) can be used to import data into a spreadsheet or contact management system.

If you're exporting customer information from several hundred or more orders, you'll want to export data in 6 month to 1 year chunks at a time. This ensures that the download file isn't so large that your browser times-out and the download fails.

In the cart admin, click Orders in the top menu.
Use the Search box to display 1 year of orders at a time.
In the Action drop-down box, select Export Orders to a CSV file.
Use the status drop-down box if you want to further reduce the data exported to only orders that match a specific status.
Select "Apply to all orders in the search Results folder."
Click the Go button.
The next page allows you to select which fields to export. Enter a column position in the input box next to each field. For example, if you enter 1 next to "Bill To - First Name" and 2 next to "Bill To - Email," your CSV file will look like this:

"John Doe","[email protected]"
"Jane Doe","[email protected]"
...
If you are building a simple contact list, select "No" under "Would you like to include the items that were ordered in your CSV file?"
Click the Download button.

If you're exporting customer information from less than 300-500 orders:

In the cart admin, click Orders in the top menu.
In the Action drop-down box, select Export Orders to a CSV file.
Use the status drop-down box if you want to reduce the data exported to only orders that match a specific status.
Select "Apply to all orders in New folder."
Click the Go button.
The next page allows you to select which fields to export. Enter a column position in the input box next to each field. For example, if you enter 1 next to "Bill To - First Name" and 2 next to "Bill To - Email," your CSV file will look like this:

"John Doe","[email protected]"
"Jane Doe","[email protected]"
...
If you are building a simple contact list, select "No" under "Would you like to include the items that were ordered in your CSV file?"
Click the Download button.

If you need to export customer information from orders in other folders, click on the folder name under Manage Folders and repeat the steps above.