Offset Commerce

Importing Customers to Offset Commerce

Country Codes for the Customer Mailing Addresses

Bounced Emails

This article will guide you through the main Customer Page

Customers Overview

Transition Preference

This article discusses how to deactivate customers in bulk using an import.

Deactivating Customers in Bulk

Duplicate account, merge account, delete account

Reassign an order to another customer account

Credits Overview

A customer says they did not receive an email

This article discusses how to deactivate customers to set them as inactive.

Deactivating a Customer Account

This article discusses how to tag several customer accounts at one time via an import or the bulk edit tool.

Bulk update Tags to Existing Customer Accounts

Bobby Gibson

Jon Patch

Siena Allen

A collection of articles related to Customers

Customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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