Create and edit customers

You add wholesale buyers by hand from the customer record, or many at once from a file. On the record you also edit everything commercial about an existing customer: their price list, their discount, their seller and their agreed terms.

Step by step

1. In the side menu, go to Sales → Customers.
2. Tap Create customer. The form opens, headed "New Customer".
3. Fill in the Email, the mobile and the tax number: these are the three required fields. Everything else is optional.
4. If you want the system to pull the details from the tax registry, type the tax ID and leave the field. In countries where a lookup is available, the legal name and address are filled in and the tax ID gets a green tick.
5. Enter the commercial details on the card to the right: price list, classification, seller, discount, minimums, payment and shipping methods.
6. Tap Save at the bottom of the form. Cancel discards everything.

To edit an existing customer, click their row in the list. It is the same form.

Importing many customers from a file

1. In the side menu, go to Configuration → Tools.
2. Find the Import customers from file card and tap the button with the same name.
3. At the Upload file step, tap Download template. The template comes with your business's country columns.
4. Open it in Excel, Numbers or Google Sheets, fill in one row per customer, and save it as CSV or Excel.
5. Upload it under Upload your file.
6. At Map columns, check that each column in the file has been mapped to the right field. Correct any that have not.
7. At Review preview you will see every row detected, how many are valid and how many are skipped as duplicates. You can edit any cell or discard a row before applying.
8. Tap Apply. When it finishes, the Back to Customers button appears.

Import rules

• Formats: CSV, .xlsx and .xls.
• A maximum of 1000 customers per file. If you have more, split it into several.
• Maximum file size: 50 MB.
• Required: email, mobile and tax ID (CUIT or DNI in Argentina, CPF or CNPJ in Brazil, RFC in Mexico, according to your business's country).
• Optional: first name, last name, trade name, legal name, phone, price list, the full address and the public and private notes.
• Customers whose email or tax ID already exists are skipped. The import never modifies an existing customer: it only creates.
• It does not send any email. Imported customers receive no notice, no welcome and no invitation. If you want them to come in, send them your store's link yourself.
• Geocoding the new addresses is optional and costs money per Google lookup. Leave it off if you do not need it.
• The Customers permission is required. If your user does not have it, the card does not appear under Tools.

The fields on the record

Contact

• Trade Name: the customer's commercial name or brand.
• Name and Last Name: the contact. They are capitalized automatically.
• Email: this is the key to your store. It is stored in lowercase.
• Password: only appears when editing and only if you enabled password login. See below.
• Emergency Access Link: only when editing. Generates a direct and permanent access link, for when the customer cannot get in by the normal means. You can copy it or send it over WhatsApp.
• Phones: landline, extension and mobile. The mobile is validated as a real mobile number.
• The customer's Website.
• Points of Sale: if your store has them enabled, this is where you enter the addresses of the customer's shops for the public map.

Tax information

• Tax status: the selector that matches your country. In Argentina it is the VAT status.
• The tax number field, identified by the name of your country's document: CUIT, CPF / CNPJ, RUT, RFC. On leaving the field, in countries where a lookup is available, the registry is searched: if it comes back, the legal name and address are filled in and it is validated with a green tick.
• Business Name: stored in uppercase. It is locked if the tax ID was validated.
• Fiscal address: in Argentina it is locked once the tax ID is validated, because it comes from the official agency. In every other country it stays editable after validation.
• Only in Argentina there is also the Check Debts button, which opens the BCRA credit report.

Registration answers

If the customer registered themselves and your store has registration questions configured, their answers appear in the Registration answers card. That is what helps you decide whether to approve them.

Commercial conditions

• The assigned Seller.
• This customer's own Price List.
• Classification: the sector or segment.
• Custom discount: a fixed percentage always applied to them.
• Their own Custom Minimum Purchase and initial minimum quantity, different from the store's general ones.
• Payment Method and Shipping Method, including the Pick up at the company option.
• Delivery Addresses: adding, editing and removing all of their addresses.
• Payment / Shipping / Billing: free text with what was agreed. The customer sees it in their profile and at the last step of their orders.
• Mercado Pago: if you charge online with Mercado Pago, the record has its own card for setting a maximum number of installments, installment rules and payment method exclusions for this customer. It only applies when that customer pays online with Mercado Pago.

Customer behaviour

Internal CRM notes: payment behaviour, observations, things to bear in mind when an order of theirs comes in. Only administrators and sellers see it, and it is included in the purchase order you receive with each order. The customer never sees it.

How to enable a customer's password

The password is an exception, not the normal access method. It has to be turned on for the whole store before you can assign it:

1. Enable the feature for the whole store. In the classic store, in the side menu: Configuration → Customer registration, the Enable password login switch. In the new store, from EDIT STORE: the Login → Login methods section, the Allow password login switch.
2. Go back to the customer's record. Below the email you now get the Password block.
3. Tap Assign password, type it and save. If the customer already had one, the buttons read Change password and Remove.

Three important things: it is saved as soon as you confirm, separately from the form's Save; the customer cannot create or change their password, only you can; and nobody can view a password once assigned, not you and not support, because it is stored encrypted.

If you cannot find it

• You don't see the Password block, only email and website. Password login is off; where to turn it on for your store version is above. The block also does not appear while you are creating a new customer: save them first, then edit them.
• The tax ID is not validated against the registry. The automatic lookup exists in ten countries: Argentina, Bolivia, Brazil, Chile, Costa Rica, the United States, Mexico, Paraguay, Peru and Uruguay. In the rest, including Colombia, Ecuador and Spain, the field is saved exactly as you type it and nothing is looked up.
• You cannot enter a foreign customer's document. The format of the tax ID field is decided by your business's country, not the customer's. An Argentine store expects a CUIT or a DNI. For a Uruguayan customer, or one from any other country, type their number anyway: it is saved as text. What will not happen is validation against that other country's registry.
• You cannot create a customer without an email. The email is required and it is the key they use to get into your store. You also cannot put two emails on one record: it is one email per customer.
• Two customers cannot have the same email, but they can share the same tax ID. Uniqueness is enforced by email alone. This is how you give two people from the same company their own logins.
• You cannot choose which fields are required. The required ones are fixed: email, mobile and tax ID. There is no screen for configuring them.
• There is no duplicate customer function. Every entry is manual, or by import.
• There is no merging of two duplicate records. There is no customer merge: the order history stays tied to each record. The practical approach is to keep the record the customer uses to sign in, fill it in properly, and not delete the other one so you do not lose sight of their orders.
• You don't see the Seller selector. It only appears if you have sellers set up under Configuration → Managers.
• The Emergency Access Link is not generated. Two possible reasons: that customer's email also belongs to an administrator or a panel user in your business, or your user does not have the Customers permission. A seller without that permission cannot generate it.

Tips

• Let the registry fill in the details: type only the tax ID and wait. It saves you typos in the legal name and address.
• Use the agreements field for what the customer needs to remember, and the behaviour field for what only your team should know. They are different fields with different visibility.
• The emergency access link is permanent. Use it as a last resort and do not send it over insecure channels.
• Before importing 1000 customers, try five rows. You will see the column mapping and the validations without putting your base at risk.