How to Archive or Remove Customer Accounts

Learn how to archive and remove customer accounts on your Spinstak eCommerce website.

How to Archive Customers Featured Image

You have two options when archiving or removing customer accounts in your Spisntak eCommerce store:


Archive Manually (recommended for archiving a few customer accounts)

1. First login to your Admin Panel.

2. On the left-side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customers.

4. Locate the appropriate customer account by typing in the customer's Last Name, Company, Email or Username and clicking the Search button. (You may also use the Search by Letter feature by clicking on the first letter of the customer's last name.)

Spinstak eCommerce Customer Search

 

5. Once you locate the customer account, under the Admin column on the right-hand side, click Archive.

 

 

That customer account will now be archived in your store and will no longer be visible when viewing the Customers page in the Spinstak eCommerce Admin.

 

Archive Using the Customer List Export & Import (recommended for archiving several customer accounts at once)

1. First login to your Admin Panel.

2. On the left-side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customer Export.

 

Customer-List-Export-&-Import-screen2

 

4. Locate the catalog from which you'd like to export a customer list and click Download.

5. After the download is done processing, click Download File near the top of the page. An Excel spreadsheet containing customer information will begin to download to your computer.

 

 

6. Open the Excel file, locate the customer(s) you want to archive, and change Column X archiveYN from "No" to "Yes".

 

 

7. Save the spreadsheet as an Excel 97-2003 Workbook.xls.

How to Import a Customer List

1. First login to your Admin Panel.

2. On the left-side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customer Import.

 

NOTE: If you import the same New Customer File template twice, it will create duplicate contact records.

4. On the Import File page, click the Choose File button.

5. Select the Existing Customer File you wish to import.

6. Click the Upload File button.

 

NOTE: If you add shipping addresses to an export and re-import that same sheet after a successful import, your sheet will duplicate shipping addresses.

 

Rules & Guidelines

  • Required Fields = FirstName, LastName, Email, password, Username, acceptPOYN, PublicCatalogYN, SpendingLimitYN  - these fields cannot be left blank
  • Addresses = up to 20 addresses allowed
  • cID & aID = (a.k.a. Customer & Address ID's) These columns should not be modified on updates, the numbers you see are unique identifiers. When creating new, please set the columns to "0" and the system will apply unique ID upon successful upload.
  • CustomerCatalog = The name of the catalog you would like the customer to be assigned to. Must match a catalog name in your store. NOTE: Capitalization matters.
  • CoBrandBanner = The name of a banner you would like the customer to be assigned to. Must match a banner name in your store. NOTE: Capitalization matters.
  • acceptPOYN = Yes or No
  • PublicCatalogYN = Yes or No
  • spendingLimitYN = Yes or No
  • AddressName_x = This must be utilized for the address to be valid
  • AddressType_x = Billing or Shipping
  • AddressDropShipYN_x = Yes or No
  • AdressLocation_x = Commercial or Residential
  • P21ID_x = Must be a number
  • State_1 = Must be a valid state. Capitalize the first letter or letters of the state (Example: Florida, New York).
  • Deleting Users = You cannot delete a user from the sheet, you must Archive them in the Admin