Managing customers

Add, view, import, and export your customers directly from the uAccept web portal. 

In This Article:

• View Customers
• Add Customers
• Import Customers
• Export Customers
• Customer Import Template

View Customers

To view your customers, follow these steps:

1. From the Customers tab, hover over Customer List. 

2. From the Customer List menu, select All Customers to view all customers in your system. 

3. Filter the list to view only your loyalty members or store credit members by clicking Loyalty Members or Store Credit Members.

Add Customers

To add customers, follow these steps:

1. From the Customers tab, hover over Customer List, then select All Customers.

2. Click Add Customer.

3. Fill in the fields for the customer.

NOTE: You are required to enter either a phone number or email address, but both fields are not required.

4. Click Save.

Import Customers

You have the ability to import your customer list into your account using a CSV spreadsheet. This feature makes adding customers to your account fast and easy. Select Import under Tasks on the Customer List page. 

Browse for your CSV file and select Upload to upload your spreadsheet to your uAccept account. 

Note: Only the First Name, Last Name, Phone Number and/or Email, and Birthdate columns are required in the spreadsheet. All other columns are optional.

In order to successfully import your customer list, make sure your CSV spreadsheet is in the same format as our sample spreadsheet below. 

To build your product spreadsheet, follow these steps: 

1. Download the Customer Import Template attached at the bottom of this article. 

2. In the First Name column, enter the customer's first name (this field is required).

3. In the Last Name column, enter the customer's last name (this field is required).

4. In the Phone Number column, enter the customer's phone number (this field may be required depending on your Loyalty Program settings). 

5. In the Email Address column, enter the customer's email address (this field may be required depending on your Loyalty Program settings).

6. In the Address Line 1 column, enter the customer's street address, if desired. 

7. In the Address Line 2 column, enter additional information for the customer's street address, if desired. 

8. In the City column, enter the customer's city, if desired.

9. In the State column, enter the customer's state, if desired.

10. In the Zip Code column, enter the customer's zip code, if desired. 

11. In the Birth Date column, enter the customer's birth date (this field is required). If you do not wish to enter the customer's birthdate, you may enter 01/01/1900.

12. In the Store Credit column, enter a store credit dollar amount, if applicable. If a store credit amount does not apply, you must enter 0. 

Note: While you are able to give customers a store credit dollar amount, this feature is not yet fully functional, but will be soon. 

13. In the Tags field, enter any tags you would like to add to the customer if desired. Enter any number of tags, separated by a comma. Tags are useful for organizing or filtering your customer list. 

14. In the Notes column, enter any information you would like to track for the customer if desired. These notes are only visible to the users of the POS and are not viewed by the customer at any time. 

15. Save your spreadsheet as a .CSV file.

To upload your customer list into your account, follow these steps: 

1. From the Customers tab, hover over Customer List.

2. From the Customer List menu, select All Customers.

3. From the Customer List, click Import List. 

4. To upload your CSV file, click Choose File, browse for your CSV file, select your CSV file, and click Upload.

Export Customers

Export a CSV file of your customer data from the uAccept Cloud Portal.

To export your customers, follow these steps:

1. From the Customers tab, hover over Customer List.

2. From the Customer List menu, select All Customers.

3. To export a list of all customers, select All to view all your customers. 

4. To filter the export to only your loyalty members or store credit members, go to the Loyalty Members or Store Credit Members view.

5. Select Tasks on the right under the search bar and click Export Customers.

Customer Import Template