Customer List

Find key information about your customers by utilizing our search functions.

Customer List is located in Customers > List and can be used to view details of each customer including wish lists and purchase history.

Search for Customers

• Use the search bar to find specific customer(s).
• The following filters are available to help refine your search:
  • Country, State/Province, Date created, Email subscription, Registered on website, and Wishlist.

View Customer Details

• Click a customer to select their record. From there you can:
  • View account details including sales history. 
  • View wishlist.
  • View email subscription preference.
  • View store credit balance.
  • View the activity timeline.
  • View billing and shipping addresses.
  • Delete the customer.

Download Customer List

• Generate and download various customer mailing lists in spreadsheet format.
• To begin, filter the customer list to your desired results.
• If you'd like to select the entire list, click the checkbox at the top left of the list; otherwise, you can manually select each customer.

• Next, click the "Download" button.

• Confirm your download selections and click "Download customers".

• A CSV file containing the following customer information will then be downloaded to your computer: 
  • Email Address, Billing First Name, Billing Last Name, Billing Address 1 & 2, Billing City, Billing Postal Code, Billing Country, Billing Phone, Email Opt-In (FALSE = not opted in, TRUE = has opted in), and Has Wishlist (TRUE or FALSE).

Customer Upload

• Our upload feature allows you to bring over customers from your current POS to Workstand POS using a CSV file.
• To begin, navigate in Admin to Customers > List, and click the "Upload" button.

• Next, click "Download template".

• From the downloads section of your browser, click the file. It will open in your default program for viewing .csv files. Excel will be used for the example.

• Fill out the template with your customers' information.
  • Provide at least one of these fields: first name, last name, email address, or phone number.

• • Customers are opted into promotional emails by default.
    • To set a customer as opted out of promotional emails, enter FALSE in the "Promotional Email Opt-In" column.
      • TRUE or blank = opted IN to email marketing
      • FALSE = opted OUT of email marketing

• When done entering your customer information, save the file, and note the file name and the save location.
• In Admin, click "Select file from computer (.csv)".

• Select the file you have just saved from your computer, and click "Open".

• Confirm the file you selected is listed in the pop-up box and click "Upload and continue".

• The newly uploaded customers will now be visible in the customer list.