Import customers by CSV spreadsheet

If you have an existing list of customers, you can import them quickly and easily with the CSV import function. To access this, go to Customers, and click on Import under the left dropdown menu. A popup will appear where you can upload your CSV file. There are a few limits to customer import by […]

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How to create a subscription manually for customers

To create a subscription for a customer manually, you will first need to create an order from which the subscription will be based. Once you have an order, you can click on the Build Subscription button from within the order details page: A modal window will appear that will let you choose which order line item […]

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Changing order customer

Each order belongs to a customer. You can change the customer of an order when the order is still in its draft state. An order remains in the draft state until: Payment is received Invoice is sent Order is marked as paid manually Once an order is no longer in the draft state, the customer can no […]

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Deleting a customer

Because customers can have a lot of associated data (eg. orders, analytic data), customers cannot be deleted once entered into the system. There are no limits as to the number of customers you can have in your account.

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How customers are organized

Customers are organized by shop accounts. Say you have two shop accounts: store1.cartfunnel.net store2.cartfunnel.net The customers from store1.cartfunnel.net can’t be seen from store2.cartfunnel.net, and vice versa. Similarly, you can’t transfer customers from one store to another. The reason for this design is because some customers may have associated credit card information stored on separate “vaults”. […]

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