Customers

In this article, you will learn how to find existing customers in Payrexx, export them to a CSV file, or import them from a CSV or Excel file.

When you click on Customers in the main menu of the merchant administration, you will be taken to a list of all shoppers who have ever performed a transaction or signed up for a membership with you.

Customer list

The list includes the customer's email address and location. You can also see how many purchases (transactions) and memberships (subscriptions) the customer has already completed. By clicking on the linked numbers, you can access the respective transactions or subscriptions:

Excerpt from a list of existing customers in Payrexx

Sorting customers

Click on "Customer" to change the alphabetical sorting of the list (A to Z or Z to A):

Changing the alphabetical sorting of the customer list

Finding customers

Use the full-text search to find specific customers. You can search using the following criteria:

• Last name, first name

• Address

• ZIP code, city

• Email address

Full-text search in the customer list

Deleting customers

Hover your mouse over the desired row and click on the trash can icon to delete a customer:

The transactions belonging to the deleted customer will not be deleted by this action.

If a customer has active subscriptions, they cannot be deleted. You must first cancel the associated subscriptions before you can delete the customer.

Export Customer Data

By clicking the "Export" button, you can export the customer list to a CSV file. You have two options:

• Export the entire customer list

• Export the currently visible search results on the screen

Import Customer Data

By clicking the "Import" button, you can import customer data from a CSV or Excel file into Payrexx. For each customer record, you can import the following data:

• Email address (required)

• Company / organization

• Salutation

• First name

• Last name

• Street and number

• Postal code

• City

• Country