Customer records
Keep your customers in view.
Track customer payments and records in one place: search your contacts, see who is active and check payment-related details such as total spending. Add, upload and export contacts as your list grows.
See the dashboard with usSample data: three customer records, each with its business, email, total spending and status. Two are active and one is inactive.
Customer records
One record for each customer.
A customer record keeps one contact’s details, status and payment history together. Search your records, then see it all in one place.
Active or inactive
Each record shows whether the contact is active, so current customers stand apart.
What they have paid
See the payment-related details on each record, such as the customer’s total spending.
Sample data: one customer’s record, active, with $1,240 in total spending, their business and their email.
Add, upload, export
Bring your list in. Take it with you.
Build your customer list the way that suits you, and keep a copy of it outside the platform when you need one.
Add or upload
Add customers one at a time, or upload the contact list you already keep elsewhere.
Export or remove
Export your contact records when you need them, and remove the ones you no longer need.
Opted-out contacts
Review the contacts who have opted out in a view of their own, apart from the rest.
Sample data: a contact list of 1,284 records, 962 of them active, with the add, upload and export tools.
Coming from another provider
Your contact list can come with you.
Upload the contacts you already keep. Saved payment details and recurring payments are a separate question, with a review of their own.
How to switch credit card processorsGood questions. Clear answers.
Customer record questions.
Can I upload and export customer records?
Yes. The contacts area has tools to add, upload, export and remove customer records, plus search, active-status visibility and a view of opted-out contacts.
Can I search my customer records?
Yes. Search your records to find a customer, then see their status and payment-related details.
What does a customer record show?
Each record shows the contact’s details, whether they are active and payment-related details such as their total spending.
Can I see who has opted out?
Yes. Contacts who have opted out have a view of their own in the customers area, apart from the rest of your list.
What happens to my existing subscriptions?
Moving recurring payments needs its own review. Platform rules, payment tokens and your existing billing setup can affect what can move and how, so plan the transition before you change your current payment workflow.
