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. At the bottom of the left panel, click Import & export, then Export customers.

The file includes every customer, whatever filters are on. Its columns are Name, Email, Phone, Email Status, Reservations, Tickets, Passes, Total Spent, Rating, Customer Since, and Last Purchase.

Import customers

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

A guest who is already on your list is updated, not added twice. Guests are matched by email; a row with no email is matched by phone number. Imported customers can receive your emails, so only import people who expect to hear from you.

You can add up to 5,000 new email addresses a month. Guests already on your list don't count. A file that would go over is turned away, and the message says how many are left this month.

We check each imported email address before your emails reach it, usually within a few minutes. Until then your emails leave it out, and an address that doesn't exist is never emailed.

Remove customers from your list

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

This takes them off your list and out of exports. Only that customer goes: another customer who shares their phone number stays. 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: everything under their email, and bookings with no email that have their phone number. Another customer's bookings stay untouched, even with the same phone number. If they had unsubscribed from your emails, that still holds. Their chat messages and chat profile are deleted. If they have a customer account, it is disconnected from your venue, and their orders and bookings here no longer show in it.

If they hold passes at your venue, the passes leave their account, and any pass still in use is suspended for good, so its QR code stops working. It cannot be reactivated. A pass they added to Apple Wallet shows as void. On Passes → Issued, the holder shows as [DELETED], and so do the reasons and notes your staff wrote, including any reason given at the door for an override. Passes are matched by email, so they are only reached when the guest's profile has one.

Erasing also removes the guest from their pass purchases, which stay as financial records. An unfinished pass checkout is canceled, and a payment that arrives after the erasure is refunded, less the fees.

The orders, bookings, and passes themselves stay, with the same amounts, status, and entry history, so your sales, tax, and event totals do not change. Their rating on a past visit stays; the written comment goes. Receipt photos of their visits are deleted, and what your team entered as spent in the club stays with the booking.

Good to know

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