How to Manage Customers via Merchant Portal

How to Manage Customers via Merchant Portal

This feature allows merchants to quickly search for specific customers and delete inactive, duplicate, or invalid customer records from their Customer List.

How to Search for a Customer?
Step 1

Navigate to the Settings section on the Merchant Portal.


Step 2
Click on "Customers".



Step 3
Search for the customer you want to locate. 
Notes
Click the search dropdown and select the specific customer detail you want to search by [Image Link]

Merchants can search using:

  • Phone Number
  • Customer Name
  • Email Address

After selecting the search type, enter the relevant value in the search field.

Alert
You can only search customers associated with your own merchant account and selected business.


Step 4
View the filtered customer results displayed in the customer list.


How to Delete a Customer?
Step 1

Navigate to the Settings section on the Merchant Portal.


Step 2
Click on "Customers".



Step 3
Search for the customer you want to remove. 


Step 4
Click on "Remove" in the Actions column of the respective entry.


Step 5
A confirmation prompt will appear. Click on "Confirm" to delete.


Step 6
The customer will then be marked as deleted and will no longer appear in the Customers list.

How to Filter Customers by Preferred Store?
Step 1

Navigate to the Settings section on the Merchant Portal.


Step 2
Click on "Customers".



Step 3
Click the date range filter located at the top-right section of the customer list.

Step 4
Select the option you want to filter by.


Step 5
View the filtered customer results displayed in the customer list.
How to Export Customers CSV?
Step 1

Navigate to the Settings section on the Merchant Portal.


Step 2
Click on "Customers".



Step 3
Click the download icon and enter the email address where you want to receive the exported customer list.
Info
The exported customer information will be according to the selected date range. Make sure to select the required date range before exporting the list.


Step 4
Click "Confirm" to export the customer list. The export file will be sent to the email address entered in the previous step.
 

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