API Overview

Introduction & Getting Started
- Customers
- Accessing Customers
- Key Benefits

Working with Customers
- About the Customer List
- Searching for Customers
- Sorting the Customer List
- Adjusting Pagination
- Adding a New Customer
- About the Customer Details Page
- Opening Customer Details
- About Quick Actions
- Deleting a Customer Profile from the List

Managing Customer Information
- Editing Customer Details
- About Payment Methods
  - Adding a Payment Method
  - Editing a Payment Method
  - Setting a Default Payment Method
  - Deleting a Payment Method
- About Shipping Addresses
  - Adding a Shipping Address
  - Setting a Default Shipping Address
  - Editing Shipping Addresses
  - Deleting a Shipping Address
- Best Practices for Data Management

Customer Actions & Workflows
- Taking a Payment
- Creating a Subscription
- Deleting a Customer Profile
- Common Workflows

On This Page

Common Workflows

Frequently used workflows for efficient customer management.

Repeat Customer Checkout

Search for customer in the list.

Click

Take a payment

from the Actions menu.

Enter amount and process transaction.

Updating Expired Card

Open customer details page.

Find the expired card in Payment methods.

Click three-dot menu and select

Edit

.

Update card number and expiration date.

Save changes.

Adding a New Shipping Location

Open customer details page.

In Shipping addresses section, click

Add shipping address

.

Enter complete address.

Save the new address.

Can set as default if it's the primary location.

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