Skip to content
English
Submit request
Learn more about Shore
  • There are no suggestions because the search field is empty.

Managing Customers

With the Shore POS system, you have several ways to import your customer data. One of these is the customer data import in the POS Manager. Below you'll find out how to import customer data using our Excel template.

 Note: Please keep in mind that importing customer data can either add new customers or completely overwrite existing ones. The file generated by the customer data export can't be used to update existing records. 

Downloading the Template

  • Log in to the POS Manager.
  • Go to Contacts > Import / Export.
  • Click the Download the template link to save the Excel file to your computer.

Editing the Template

You can now edit the spreadsheet. We recommend editing the file with Microsoft Excel or OpenOffice. Please note that Numbers formats data differently, and exporting from Numbers to Excel can lead to errors during import into our system.

Important: The order and number of columns must not be changed, otherwise errors will occur during import. If you don't need certain columns while filling in the file, simply hide them (in Excel: right-click the column, then select "Hide").

The Following Fields Are Required and Must Be Filled In (They Cannot Be Left Empty):
  • F: First name
  • G: Last name or company name
  • W: Country code
  • J: Name or company name
  • AH: Country code

Importing

Once you've filled in and saved your import template, you can upload it. During import, you can choose between two options:

  • Add new customers: The customer data in the import spreadsheet is added to your existing customer list.
  • Overwrite current customer data: Existing customer data is overwritten by the import.
  1. Click Import Customers and select the Excel file on your computer.
  2. The data will then be imported.
  3. A successful import is marked with a green "Done" label. If the import didn't work, a red "Failed" label appears. Hovering over the status shows more details.

Creating Customers in the App

  1. Open the Shore POS App and log in.
  2. Go to Contacts in the navigation.
  3. Click the + icon in the top right.
  4. Enter your customer's contact details and click Save to finish.

Note: If you use All in One, your customers are created in the calendar and automatically synced from there to the checkout. In this case, manual creation in the POS Manager isn't necessary.