Introduction to Customers: records & order history
The Customers section is your customer directory — each record linked to that customer's orders — with search, bulk actions, merging, tags, notes, a spending summary, and order history.
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.
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.