The Customer dashboard compiles all necessary info about your customers after an order is placed, including an account summary, billing address, shipping address, and all order info pertaining to that customer. You can also create Customer Groups and apply custom feature visibility and pricing.

You can also upload and update Customer info via .CSV import.

The Customer column is multi-sort, meaning clicking on the column's header sorts (ASC then DESC) by First Name, then Last Name, and finally Email.

Adding Customers

As an admin, you have the ability to manually add customer accounts, including password, notes, and billing address. You can also add ‘Notes’ to a customer account. This is what the configuration looks like:

Check the Tutorial tab for an example CSV upload; the support columns and specs are located in the Cheat Sheet.

What is a CSV?

A CSV is a comma-separated values file, which allows data to be saved in a table format, or spreadsheet. CSVs take the form of a text file, where the information is separated by commas. CSVs can be created by any program that supports spreadsheets (like Microsoft Excel, or Google Sheets).

Importing Customers via CSV

LemonStand offers the ability to import customers and customer data via a CSV file, allowing users to import large batches of new customers in a quick and efficient way.

To better understand the customer CSV import process, let's work through an example import:

Step 1 - Download our Example Import File

You will need to download our example CSV file in order to upload it to your site. You can download this file here:

Step 2 - Import the Example Files

To import a customer CSV into LemonStand, first click on the Customer button on the left-hand nav bar in the backend. You will now be on the Customers Page. Click on the Upload button located to the right of the + button. This will now bring you to the Customers CSV Import page which looks like this:

Click on the upload button and find our customers.csv file in the location you saved it to on your computer.

LemonStand will now upload the CSV file, preparing it for import. Once this is complete you will see a notification next to the upload button that says File customers.csv uploaded. Now, press Import.

It should look like this:

You should now see your customers' info populate under Customers.

Notifying Customers

We recommend using services (like MailChimp) to set up campaigns to notify customers that they will be required to update their password after importing them into your LemonStand store and going live. For security and compliance reasons we do not support importing existing passwords from other systems.

The first line of the CSV file you are importing should always contain the column headings you will be using. The import process will fail if these column headings are not present. The column names should be in lower case.

Supported Columns

Parameter Type Description Required
'First Name' String e.g. "John" required
'Last Name' String e.g. ''Doe"
'Email' String e.g. ""
'Guest' Boolean e.g. "1". This can be either "1" or "0".
not required
'Notes' String e.g. "This customer is great!"
not required
'Company' String e.g. "LemonStand"
not required
'Phone' String e.g. "555-666-7777"
not required
'Bl. Country' String e.g. "Canada"
'Bl. State' String e.g. "Ontario"
not required
'Bl. Address' String e.g. "45 main st."
'Bl. City'
String e.g. "Brantford"
'Bl. Zip/Postal Code'
String e.g. "v5rt6y"
'Sh. First Name' String e.g. "Bill"
not required
'Sh. Last Name'
String e.g. "Gates"
not required
'Sh. Company'
String e.g. "Microsoft"
not required
'Sh. Phone'
String "555-666-7777"
not required
'Sh. Country'
String e.g. "United States"
not required
'Sh. State'
String e.g. "California"
not required
'Sh. Address'
String e.g. "66 Wall St."
not required
'Sh. City'
String e.g. "Mountain View"
not required
'Sh. Zip/Postal Code'
String e.g. "90211"
not required
'Customer Group'
String e.g. "Guests". Single customer group only.
not required
'Deleted' Boolean e.g. "0". If anything other than "0", the row will be skipped.
not required