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When you click on Customers in the main menu of the dashboard, you will be taken to a list of all shoppers who have ever performed a transaction or signed up for a membership with you.

When you click on Customers in the main menu of the dashboard, you will be taken to a list of all shoppers who have ever performed a transaction or signed up for a membership with you.

Customer list

The list includes the customer's email address and location. You can also see how many purchases (transactions) and memberships (subscriptions) the customer has already completed. By clicking on the linked numbers, you can access the respective transactions or subscriptions.

Sorting customers

Click on "Customer" to change the alphabetical sorting of the list (A to Z or Z to A).

Finding customers

Use the full-text search to find specific customers. You can search using the following criteria:

  • Last name, first name
  • Address
  • ZIP code, city
  • Email address

Deleting customers

Hover your mouse over the desired row and click on the trash can icon to delete a customer.

The transactions belonging to the deleted customer will not be deleted by this action.

Export Customer Data

By clicking the "Export" button, you can export the customer list to a CSV file. You have two options:

  • Export the entire customer list
  • Export the currently visible search results on the screen

Import Customer Data

By clicking the "Import" button, you can import customer data from a CSV or Excel file into zahls.ch. For each customer record, you can import the following data:

  • Email address (required)
  • Company / organization
  • Salutation
  • First name
  • Last name
  • Street and number
  • Postal code
  • City
  • Country

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