Import and export customers

Move your customer list in and out of VenueStack as a CSV file, remove customers you no longer want, or erase a guest's details when they ask you to. Import and export need a computer.

Export your customers

1. Go to Customers.
2. Click Export at the bottom of the left panel.

The file includes every customer, whatever filters are on.

Import customers

1. Go to Customers and click Import template at the bottom of the left panel.
2. Fill it in, one guest per row. Name is required. Email, Phone, and Added Date are optional.
3. Click Import and choose your file.

A guest who is already on your list is updated, not added twice.

Remove customers from your list

1. Tick the box next to each customer, then click Delete. For one customer, you can also click Delete Customer at the bottom of their profile.
2. Confirm.

This takes them off your list and out of exports. Their name, email, and phone stay on their past orders and bookings, so your sales don't change. They stay off your list even if they book again. There is no undo.

Erase a guest's details

Use this when a guest asks you to delete the personal information you hold about them. It is not the same as removing them from your list.

1. Go to Customers and click the guest to open their profile.
2. Scroll to the bottom and click Erase Personal Details.
3. Type ERASE to confirm, then click Erase personal details.

Their name, email, and phone are permanently replaced on past ticket orders, table bookings, and feedback. Their chat messages and chat profile are deleted.

The orders and bookings themselves stay, with the same amounts and the same status, so your sales, tax, and event totals do not change. Their rating on a past visit stays; the written comment goes.

Good to know

Every erasure is recorded, so you can show when it happened and who did it.