Edit and Delete Customers
We need to be able to edit or delete customers from the database without having to upload a csv file. Below are a couple examples for when this would be helpful. I'm sure others here will agree that some simple database management would be greatly appreciated.
I recently had to correct a type-o in a customer record and the process is just unreasonable. Download an example .csv file, add ALL the customer information (not just what needs changing) upload the file, and finally make sure that the original profile was correctly overwritten. It should be as simple as hitting an edit button, changing what needs changed, and hitting save.
I have two customers with the same name. Lets call them John Smith and Smith Electrical Corporation. I send a package to Smith Electrical about once a month. John Smith ordered once from our website over two years ago. Whenever I type "Smith" when making a new order, guess who comes up as the first result! There's no need for John to still be in the system, why can't I easily delete his record?
Christina Jordan Matador commented
I agree with pretty much everyone who has commented. From a B2B perspective it needs to be way easier to edit an email. Right now the only way is to combine records OR in order to "Delete" a customer (this is my work around for the fact that I cannot simply delete someone out of the system), I have to upload a CSV file and just change name address and all fields to say "DELETE" so that I don't accidentally send something to the old address.
ShipStation is a great platform and integrates pretty well with a lot of other systems, but with just a few tweaks it could be a much better platform for B2B. Some communication on whether or not these improvements are forthcoming would be greatly appreciated.
Gabe Da Rosa STR8 Sports commented
customers have been asking for this update since 2016... what is the issue shipstation?
Dr. Angie Krause Boulder Holistic Vet commented
This is definitely a feature that needs to be added. What's the point of editing a customer only by importing a CSV. That's time consuming and annoying if you only have a simple edit.
Accuracy is important and this along with the ability to delete orders seem like basic features SS should already have.
It would be extremely helpful to be able to go into the "customer" tab to update their info. Having to create a new order to change info, then having to delete the order from the orders page, is a little frustrating. Sometimes it saves both addresses, and shipments have gone to the wrong address.
And being able to delete a customer completely would be awesome. We sometimes only ship to a person once, or having a customer being terminated, not being able to just delete the customer. I have to update their info and put DO NOT SHIP TO.
Months and years from now, I am guessing there will be hundreds of unnecessary names .
Is there any update on this issue? It has more votes than some others that are under review.
Patrick McGee Residex LLC commented
PLEASE for the love of God!!
It is absolutely ridiculous not to have a web interface for editing addresses!
Someone entered the address of one of our locations that moved incorrectly and now whenever another of our locations transfers to that location it has the WRONG ADDRESS! I have no way to fix this.
HOW/WHY isn't this a feature of ShipStation?
We also need to easily edit customer info in ShipStation without having to import a CSV. We need to do this quickly and easily from within SS to ensure accurate shipments.
David Kreeger BowHouse RC commented
I would also like to request the ability to edit customer information. I have several customers where their contact information has changed and I have no way to edit it. The CSV sample and then manually edit and import doesn't do all of the information associated with the customer either. I have several customers with the wrong orders assigned to them. This messes up metrics.
Brian Morris The Jojoba Company commented
This seems like basic functionality. The lack of an edit feature is causing incorrect shipments and costing us money.
Henri Boissonneault VOLT Design commented
Hi! We use Shipstation for B2C but also a lot of B2B. I have a huge list of clients that are stores to who we sell.
Sometimes, these stores change location and we have to update their information. Or even only for their email or telephone number.
So it would be nice if we could modify customers. It would add a great value to your already very good product ;)
Ed Wunder Resilient Systems commented
Please allow direct editing of the Customer information, without the cumbersome step of having to upload spreadsheets of customer data.
We recently had a typo with an email address and it needs to be corrected, and it is difficult to do this with the current method.
People move, change phone numbers and email addresses - giving direct access to this data is crucial to maintaining our customer shipping information.
Kris Wilk commented
I've sent packages to the wrong address several times now because of this insane shortcoming of ShipStation. How is it that an ONLINE SHIPPING PORTAL does not allow the user to edit customer's SHIPPING ADDRESSES.
Uploading CSV files is not a solution. This problem has existed for YEARS now.
What are you waiting for, ShipStation??
David Dean Sinewave Cycles commented
The current steps needed to update customer info are insane. Every other system I use with an address book or customer record allows you to manually create a new customer or simply update any field for a given customer. The CSV upload is great for a bulk customer import but takes way too much time for a single customer, and more importantly, is error prone, especially since there is no way to export the existing customer information.
One proposed workaround is to create a fake order, change the customer address, and then delete the order. That's great and all, but you shouldn't require such a hacky workaround just to get something really basic like this to work!
Hi @Susan Suarez simplyWORKOUT -- thanks for the feedback! I'm sorry for the confusion in regards to how to handle GDPR. Please go ahead and let our support team know about this and we handle this for you. I've gone ahead and let updated folks on our end about this.
yeah, its a PITA to modify a customer or correct their address when you have to create an upload file to do it and manually enter all the data. At minimum, at least export and use the same file layout to import would be good. At least that way (if we have a search filter prior to exporting) we can upload the customer back again quickly. If not then i'm ok with exporting all customers, even though it would be redundant to do so, deleting what i don't want and re-importing the corrected file back
Susan Suarez simplyWORKOUT commented
Hi Wil. I'm requesting the same delete functionality to comply with the new EU data regulation, GDPR, regarding the right to be forgotten. We have EU customers and need the ability to delete their records if and when requested. I've requested info via support and they asked me to put up a feature request because there isn't a way to do delete a customer and their order within shipstation .... (post hasn't been approved by moderator). Seems like a legal inquiry for compliance vs IT feature? I'm still waiting for further updates as they research my request.
Andy Stenz andy stenz photography commented
Posted this a while ago and I've emailed CS about this and they said to post here. So I'm commenting on my post and on another.
Just looking for access to the customer database in basic edit/delete functionality.
Andy Stenz andy stenz photography commented
Here here. I really don't understand how we don't have basic edit/delete functionality in the customer tab. People's information changes and it shouldn't take a CSV file to edit things (and even then it doesn't work all the time).
Customers should have basic contact/address book style functions.
We are new to ShipStation.
The current process of updating a single customers information is unnecessarily time-consuming and overly complex. When a single change is needed in a customers record for their address, it does not make sense to be required to download a CSV and then upload a CSV to overwrite the data for that customer.
Please make it user-friendly not just programming friendly.
Jennifer Boaro Jennas Red Rhino commented
Yes, this is a tool that I would also use. I recently sent a wholesale package to the wrong address, the customer moved earlier in the year and I accidentally selected their old address.