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Create a customer

Add a new customer to a Shopify shop from Multi-Store Sync or the Dashboard: name, email or phone, tags, and in the Dashboard a note and tax exemption.

Updated

On this page
  1. In Multi-Store Sync (Shopify admin)
  2. In the Dashboard

You can add a customer to a shop from either side. The customer is created in Shopify straight away.

Shopify needs an email address or a phone number for every customer, so the create button stays disabled until you enter one of them.

In Multi-Store Sync (Shopify admin)

  1. Open Customers and stay on the Customers tab.
  2. Click Create customer.
  3. Fill in First name, Last name, Email and Phone.
  4. Add Tags if you want. Separate tags with a comma.
  5. Click Create customer.

The new customer’s page opens.

In the Dashboard

  1. Open Customers → Customers and pick the shop in the header.
  2. Click Add customer.
  3. Fill in First name, Last name, Email and Phone.
  4. Optionally add Tags, a Note, and tick Tax exempt.
  5. Click Add customer.

The customer is added to the shop’s list. Customer changes made in the Dashboard are saved to Shopify at once; they do not wait for approval.

Next: Edit a customer.