How to Manage Customers via Merchant Portal
This feature allows merchants to quickly search for specific customers, filter customer records by a selected date range 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.
Click the search dropdown and select the specific customer detail you want to search by
Merchants can search using:
- Phone Number
- Customer Name
- Email Address
After selecting the search type, enter the relevant value in the search field.
You can only search customers associated with your own merchant account and selected business.
Step 4
The filtered customer results will be displayed in the customer list, as shown below.
How to Export Customers CSV?
Step 1
Navigate to the Settings section on the Merchant Portal.
Step 2
Click on "Customers" and click on the download icon.
Step 3
Enter the email address where you want to receive the exported customer list, then click “Confirm” to start the export.
The exported customer information will be according to the selected date range. Make sure to select the required date range before exporting the 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 deleted and will no longer appear in the Customers list.
The customer will then be deleted and will no longer appear in the Customers list.
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