If you have any questions about managing customers, visit our BackOffice FAQ.
Add New Customers
If you have many customers to add to BackOffice, maybe from a prior system, use Bulk Customer Management to import them all at once. Learn how to prepare our template and upload it to BackOffice.
From updating emails to adding customer notes, Modify Customers allows you to make bulk changes to your existing customer list. Learn how to export your customer list, update it, and upload the changes.
Open the customer export in any spreadsheet software.
Update customer information on the spreadsheet as needed.
If you need to change someone’s tax exempt status, add a ‘Tax Exempt’ column. Changing the name of a customer will also update it in some historical reporting. To learn more, visit the article for a specific report from our BackOffice support page.
Do not change ‘Customer Record ID’, this number is required to complete the import. For an explanation of what goes into each column, visit the Template Columns section.
Delete Customers enables you to remove multiple customers at once from BackOffice. Learn how to export your customers, modify the export, and upload a spreadsheet of customers to remove.
After deleting customers, you can no longer view their purchase histories from the Customer List. Deleted customers still appear on the Sales by Customer report, but you cannot filter by their names.
Confused about what to enter in the import template’s columns? This section explains what each column means and what information is required for a successful import.
First/Last Name | The customer’s first and last name. Each customer must have at least a first name, last name, email, or phone number.
Email | The customer’s email address in [email protected] format. Each customer must have at least a first name, last name, email, or phone number.
Phone | The customer’s phone number. Each customer must have at least a first name, last name, email, or phone number.
Address Line, City, State, Zip | The customer’s location information.
Tax Exempt | TRUE or FALSE. If TRUE, the customer will not be charged sales tax. You must enter a ‘Sales Tax Number’ for tax exempt customers.
Sales Tax Number | Any tax number associated with the customer. This is required for tax exempt customers.
Notes | Enter any notes you want to record about the customer (e.g. a customer’s birthday or favorite table).
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