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  3. Managing Customer Records

Adding Customers


If you're just starting out, you might not need to add customers to Commerce7 and that's okay!

If you're migrating an existing database of customers from your previous system, you can either do this by bulk import via our API's, or you can add your customers manually

If you're going to manual route, we recommend pouring yourself a glass of red and getting to work. :)


Manually adding customers

If you are manually adding Customer credit card, ensure your payment gateway is activated before. 

To manually add a customer record to Commerce7, navigate to Customers > Customers in the admin panel and click Add Customer

The base requirement needed to add a new customer in Commerce7 is an email address. We use an email address as the unique identifier for contacts in Commerce7. 

It can take awhile to manually add all your customer records to Commerce7 - so if you have a large number of customer records you'd like to move migrate over, it's best to use our API to do a bulk import. 


Importing customers using Commerce7 API's

As long as you're able to export your contact records from your previous ecommerce partner or from their currently location, you will be able to import them into Commerce7 using our APIs. 

If comfortable doing this on your own, here is our API documentation https://api-docs.commerce7.com/docs If you run into questions while importing via the APIs, email zach@commerce7.com

If you are not a developer, and are not comfortable importing on your own using our APIs - there are a number of 3rd party developers we'd recommend you work with. You can find them here - https://commerce7.com/partners/developers. 

Migrating credit cards

We can help with credit card migration - please contact support@commerce7.com to get assistance migrating your customer's credit cards to Commerce7.