Customers overview
The Customers feature is available on Pro and Premium plans. It provides a contact database for tracking buyers, consignors, and other people you do business with. Customer records can be linked to sold items (as buyers) and to consignment items (as consignors).
On Free plans, the Customers page and all related UI elements are hidden entirely. If you downgrade from a paid plan with existing customer data, customer names still appear on sold items, but the main Customers pages show an upgrade prompt.
Customer list
Access from the sidebar: Customers.
The customer list shows all your contacts as clickable cards, each displaying the customer's avatar (initials), name, company, email, phone, and address. On desktop, columns expand to show more detail; on mobile, a compact layout shows name and key contact info.
Searching
Use the search bar to filter customers by name, email, phone, or company. The search is instant — results update as you type. A count below the search bar shows how many customers match (e.g., "12 of 38 customers").
Consignors filter (Premium)
If you have a Premium plan with consignment access, a Consignors Only toggle appears next to the search bar. Enable it to show only customers marked as consignors.
Actions
-
Add Customer — opens the customer detail page in create mode.
More Actions menu (⋯ button):
- Export CSV — downloads all customers as a CSV file with columns for name, company, email, phone, full address, and notes. The file is named with the current date (e.g.,
customers-2026-03-08.csv). Disabled if you have no customers. - Import CSV — opens the customer import wizard.
- Export CSV — downloads all customers as a CSV file with columns for name, company, email, phone, full address, and notes. The file is named with the current date (e.g.,
Click any customer card to open their detail page.
Customer detail
Creating a customer
Navigate to Customers → Add Customer. The detail page opens in edit mode with an empty form. Fill in the fields and click Add Customer to save.
You can also create customers inline from two places:
- The Buyer field in the Mark as Sold dialog — type a name and click "New Customer" to create a minimal record without leaving the dialog.
- The Consignor field on an item's consignment section — same inline creation flow.
Viewing a customer
The customer detail page shows contact information, relationship details, notes, purchase history, and consignment history in a scrollable layout.
Contact info card — displays email, phone, formatted address, Instagram handle (linked), and Facebook URL (linked). Only populated fields are shown.
Relationship card — appears when any relationship fields are set. Shows:
|
Field |
Description |
|---|---|
| Company | Business or organization name. |
| Customer Since | Date the relationship began. |
| Preferred Contact Method | Email, Phone, Text, or No Preference. |
| Discovery Source | How they found you — Instagram, Referral, Walk-in, Show/Fair, Website, or Other. |
| Referral Details | Free-text notes about who referred them or additional context. |
| Consignor badge | Shown if the customer is marked as a consignor, including their consignor code if set. |
Editing a customer
Click Edit to enter edit mode. The page switches to a form with four sections:
Identity and contact:
- First Name (required), Last Name, Company
- Email, Phone
- Preferred Contact Method
Address:
- Street Address, Street Address 2
- City, State/Province (smart selector based on country), Postal Code, Country
Social:
- Instagram — accepts a handle, @handle, or full URL (automatically normalized to just the handle).
- Facebook — accepts a URL (automatically prepends https:// if missing).
Relationship:
- Customer Since (date picker)
- Discovery Source
- Referral Details
- Consignor toggle (Premium only) — mark this customer as a consignor. When enabled, a Consignor Code field appears (up to 6 characters, auto-uppercased). The consignor toggle cannot be turned off if the customer has consigned items.
When you make changes, a fixed bottom bar appears with Cancel and Save buttons. Use Ctrl/Cmd + S to save via keyboard. If you try to navigate away with unsaved changes, a confirmation dialog asks whether to discard.
Duplicate detection
When creating a new customer, if the name you enter matches an existing customer, a warning appears showing the potential duplicate. This helps avoid creating duplicate records.
Deleting a customer
Click Delete on the customer detail page (view mode). A confirmation dialog appears before the customer is permanently removed.
Notes
Each customer has a notes section visible in both view and edit mode. Notes are timestamped and listed newest first.
You can:
- Add a note — type in the text area and click Add, or press Ctrl/Cmd + Enter.
- Edit a note — hover over a note and click the pencil icon. Press Ctrl/Cmd + Enter to save or Escape to cancel.
- Delete a note — hover and click the trash icon. A confirmation dialog appears before deletion.
Notes are separate from the main Notes field on the customer form — they function as a running log of interactions or reminders.
Purchase history
Below the notes, a Purchased Items section lists all items sold to this customer. Each entry shows:
- Item image (or category icon if no image)
- Title and category
- Sale date
- Sold price
Click any item to navigate to its detail page. Summary stats at the top show the total number of purchases, total amount spent, and the date range of purchases.
Consigned items (Premium)
If the customer is a consignor, a Consigned Items section appears showing all items consigned by this customer. Items are split into two groups:
- Active — items in Collection, Wishlist, or Archived status, showing retail price and commission percentage.
- Sold — consigned items that have been sold, showing sold price, sale date, and commission.
Summary stats include: active item count, active inventory value, sold count, and total sold proceeds.
Click any item to navigate to its detail page.
Importing customers
Access from Customers → More Actions → Import CSV, or directly via the sidebar.
The import wizard has two steps:
Step 1: Upload
Upload a CSV or Excel file. The file is parsed and a preview of your data is shown.
Step 2: Map columns
Map your spreadsheet columns to customer fields. The wizard auto-detects common column names (e.g., "First Name", "Email", "Phone", "City"). You can adjust mappings manually or skip columns.
Supported fields for import:
|
Group |
Fields |
|---|---|
| Identity | First Name, Last Name, Full Name, Company |
| Contact | Email, Phone |
| Address | Street Address, Street Address 2, City, State/Province, Postal Code, Country |
| Other | Notes, Instagram, Facebook |
If your spreadsheet has a single "Name" column instead of separate first/last columns, map it to Full Name — the wizard automatically splits it into first and last name.
A name field (First Name or Full Name) must be mapped to proceed. Rows without a name are skipped, and you'll see a count of how many were imported versus skipped.