Introduction to Customers: records & order history
The Merchant Hub Customers section is your customer directory. Each record links to the customer's orders, so you can see their order history and spending, capture contact and address details, group customers with tags, and keep private staff notes. You can search, add, import, merge, and bulk-edit customers.
What is the Customers section?
The Merchant Hub Customers section is your customer directory — a record for each customer, linked to the orders they've placed. Use it to look up a shopper, see what they've bought and spent, and keep their contact details, tags, and private notes in one place.
The Customer List
Open Manage → Customers to see every customer. Each row shows the customer's Name, Email, Phone, Orders (how many they've placed), and Total Spent.
Search by name or email.
Click + Add Customer to create a record.
A new store starts empty, prompting you to add your first customer.
Bulk actions
Select one or more customers in the list to act on them together:
Add Note — add the same note to all selected customers.
Delete — remove the selected customers.
Export — export the selected customers.
Merge — combine duplicate records (select at least two).
Merging duplicate customers
If the same person was entered more than once, merge them. The merge runs in three steps:
Choose Primary — pick the record to keep.
Resolve Conflicts — choose which details to keep where the records differ.
Confirm — complete the merge.
The result is a single record that keeps the combined history.
A customer record
Open a customer to see their full profile:
Profile — name, email, phone, and when the record was created.
Billing & Shipping — billing and shipping addresses (address lines, city, postal code, country).
Spending summary — Lifetime Spend, Average Order Value, number of Orders, and Last Activity.
Order history — every order the customer has placed, with its outlet, status (for example Completed or Partial-Refund), totals, and dates.
Tags — group customers (for example "VIP" or "Wholesale") so you can filter the list later.
Notes — private, staff-only notes; add as many as you need and delete them anytime.
Metadata / External ID — any external identifier or metadata synced from another system.
Adding and importing customers
Add customers one at a time with + Add Customer (a valid email is required), or bulk import them from Settings → Import / Export. For the step-by-step version, see How to add and manage customers.
Frequently asked questions
How do I find a customer?
Search the Customer List by name or email.
Can I merge duplicate customers?
Yes — select at least two, choose Merge, then pick the primary record and resolve any conflicts.
Are notes visible to customers?
No — notes are private to your staff.
What does Total Spent show?
The customer's total spending across their orders (the record also shows Lifetime Spend and Average Order Value).
Can I import customers in bulk?
Yes — from Settings → Import / Export.