Customer List

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

Overview

Search for Customers

View Customer Details

Download Customer List

Customer Importer

Overview

• Want to find all your customers with Wish Lists, or view sales a specific customer has placed?
• You can do that and more by navigating in Admin to Customers > List.

Search for Customers

• Use the search bar to find specific customer(s).
• You may display Registered customers, Guest customers, or All by selecting that group above the search bar.

• The following filters are available to help refine your search:
  • Date Range - select dates
  • Wishlist - Has Wishlist or No Wishlist
  • Email Opted In - Opted Out or Opted In
  • States/Provinces - a list of all states/provinces contained in the list from which to choose
  • Country

View Customer Details

• Click a customer to select their record. From there you can:
  • View an active wishlist if one exists (the box icon will be blue).

• • Opt the customer in/out of email.

• • View their billing and shipping addresses.

• • View their order history.

• • 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 then click the checkbox in 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
  • External ID
  • First Name
  • Last Name
  • Phone Number
  • Promotional Email Opt-in - FALSE = not opted in, TRUE = has opted in

Customer Importer

• 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 and 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.
  • Email Address, First Name, and Last Name are REQUIRED fields.
  • Phone Number is optional.
  • Customers are opted in to 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.