In this article:

View Customers

Import Customers

Export Customers



View Customers

 

Click the Customers tab, then select Customer List. 


Click All Customers to view all customers in your system. Filter lists of customers by clicking Loyalty Members, or Store Credit Members.


Click Add Customer to add a new customer to the database.



Import Customers


Select Import under Tasks on the Customer List page. Browse for your CSV file and select Upload to upload your spreadsheet to your uAccept account. For more details on building your customer spreadsheet, see Importing Customers via CSV.




Export Customers


Select Export under Tasks on the Customer List page. 


Export a .csv file with all of your customer data from the All Customers view. 


Filter the export from the Loyalty Members or Store Credit Members view.