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.
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)
- Open Customers and stay on the Customers tab.
- Click Create customer.
- Fill in First name, Last name, Email and Phone.
- Add Tags if you want. Separate tags with a comma.
- Click Create customer.
The new customer’s page opens.
In the Dashboard
- Open Customers → Customers and pick the shop in the header.
- Click Add customer.
- Fill in First name, Last name, Email and Phone.
- Optionally add Tags, a Note, and tick Tax exempt.
- 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.