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Logo1.png Managing customers - viewing, editing, adding and deleting

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Overview

View, add, edit and delete customers in Expandly.

Video

Coming soon.

Steps

1. Click Customers (left menu), to access the Manage Customers page and see a list of your customers held in Expandly

Expandly_-_Customers.png

2. Use the filters (top) to search your customers by name, contact details, country or address

1. On the Manage Customer Page, click Add Customer (right) Expandly_-_Add_Customer.pngand select Add Manually

2. Complete the customer’s details and address details

3. Click Save (bottom right) when finished

1. On the Manage Customer Page, click Add Customer (right) Expandly_-_Add_Customer.png and select Upload via CSV

2. On the Upload Customer via CSV page, download a sample CSV file by clicking the Sample File button (top right) Expandly_-_Sample_file.png or by clicking here

3. Open the downloaded file into Excel (or any other spreadsheet software)

The spreadsheet contains example customers, highlighting which fields must be completed

4. Complete the relevant information for your customer(s) and save the file to your computer

5. Once you have completed and saved the CSV customer spreadsheet file, return to the Upload Customer via CSV page and either drag and drop your spreadsheet into the Drop Zone, or manually select the file by clicking Choose File Add_CSV.PNG

6. Click the green Upload button Expandly_-_upload.png and wait for confirmation that the upload was successful

1. On the Manage Customer Page, locate the customer you want to edit

2. Click the edit icon (right side)Icons.png to bring up the customer's details

3. Edit and then click Save (bottom right)

1. On the Manage Customer Page, locate the customer you want to delete

2. Click the red trash icon (right side) Trash_can.PNGto delete the customer

Next Steps

Now you've added customers to Expandly, you might want to:

Manually add orders to Expandly

Manage orders in Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

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