Customer Database Functionality
On Clover Merchant Portal:
- button to import .csv file to batch overwrite customer data
- button to intelligently merge duplicate customer entries
- button to delete customer entries that match batch criteria (e.g. "MANUALLY ENTERED")
- button to automatically batch rewrite customer name fields with correct capitalization instead of all caps
- intelligent backup system for customer database (at very least, revert to previous version upon .csv import - while keeping entries from new customers generated externally in the meantime)
some context: we've had clover system for years now, and it's served us well. This past year, we've begun to really utilize the customer database with regards to looking up open tickets, processing down payments, issuing refunds, and utilizing 3rd-party integrations for marketing purposes. Currently, our database contains upwards of 24K individual customer entries. Not finding the above functionality on the merchant portal, I chose to download the csv export of the current customer database. I wrote a script to apply these operations to the database. after removing duplicates and 'junk' (blank, no phone number, "MANUALLY ENTERED", etc.) customer entries, i found there are only around 2-3K of legitimate customer entries. There is no way for me to currently overwrite the customer database with my clean version. Please implement these functionalities mentioned!
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