Customer list
You can keep a customer list in your Merchant Profile: store your customers' details so that they're always on hand.
How to add customers and search for them in the list
You can add customers by one or several at a time, as a list.
Important For each customer, you need to specify either an email address or a phone number: using these details, you can always find them in the list. You need to use the standard format for the email (example@example.ru) while the phone number can be specified either with the prefix (+7, 7, etc.) or without it. The total number of customers you can save in the Merchant Profile is 100,000.
Adding a single customer
- Go to the Invoicing section, open the Customers tab.
- Click "+" (to the right of the search bar).
- Specify the email address or phone number (one of these parameters, it's mandatory) in the One customer tab. If needed, specify the postal address and the full name.
- Click Add: the customer's details will be saved, and they will appear in the list.
Adding a customer list
- Go to the Invoicing section, open the Customers tab.
- Click "+" (to the right of the search bar).
- Click Download the template in XLSX in the List tab and save the template file on your computer.
- Enter the customers' details to the template file.
- You can add up to 5,000 customers per template (that's 5,000 rows in an Excel spreadsheet).
- Be sure to specify an email or phone number for each customer.
- The spreadsheet shouldn't contain any pictures or unnecessary columns.
- When you're done, check the file size: it shouldn't be more than 1 MB
- Add a final file in the same List tab.
- Customers from the list will be added to your Merchant Profile and will appear in the list under the Customers tab.
Searching for customers
Open the Customers tab and start typing the name, email, or phone number into the search bar to see the suitable options. Select the one you need.
How to delete or edit customer's details
Deleting details
- Go to the Invoicing section, open the Customers tab.
- Click Delete ("Recycle bin") next to the customer.
- Confirm deleting: after that the customer will disappear from the list and their details will be removed from your Merchant Profile.
Editing customer's details
- Go to the Invoicing section, open the Customers tab.
- Click Edit ("Pencil") next to the customer you need.
- Edit the details and click Save to save changes.
Downloading and deleting a list
How to download a list
You can download a customer list in Excel format at any time.
To do this, go to the Invoicing section, open the Customers tab, click Download (next to the search bar), and wait until the download starts.
One file can contain no more than 5,000 customers (rows). If your list has more than that, it will be downloaded as multiple files.
How to delete a list
To delete all customers from the list, click Delete ("Recycle bin") next to the search bar, and confirm deleting.
Important Once deleted, you can't restore the list.