As part of GDPR compliance, there may be times when you need to remove or provide additional information about a customer's stored data. This article will walk you through the processes of editing, deleting, and exporting customer account information.

How to Edit a Customer Account

Each customer account has a variety of settings you can configure, and not all fields need to be populated. For a full list of fields and information that can exist in a customer's account, see Customer Settings.

To edit customer account information:

  1. Go to Customers > Accounts.
  2. Click the ID number for the customer account you want to modify.
  3. Edit any relevant fields by adding to or removing existing contents or settings.
  4. Click Save.

Editing in Bulk

If you need to change information for multiple customer accounts, you can use Volusion's Import/Export feature to export the customer table as a CSV file, modify the file's contents, then save and re-import the file to your Admin Area.

How to Delete a Customer Account

To delete a customer account from your Admin Area:

  1. Go to Customers > Accounts.
  2. Click the ID number for the customer account you want to delete.
  3. Click Delete near the top of the customer record page.
  4. Confirm deletion by clicking Yes, Delete in the dialogue box that appears.

Deleting in Bulk

To delete several customer records at the same time:

  1. Go to Customers > Accounts.
  2. Look for the Delete column heading in your Customers table. If you don't see it, click the three-dot menu icon in the top right corner of the page, then click Customize Columns. Select the check box option for Delete, then click Apply Changes.
  3. Select the check box for each customer record row you want to delete.
  4. Click Save at the top of the page.
  5. Confirm deletion of multiple records by clicking Yes, Delete in the dialogue box that appears.

For information on how customer accounts are created and managed, see Customer Account Management.

How to Export Customer Data

To comply with GDPR, it's important that you provide all shoppers with information about the visitor-based cookies your store keeps. See Volusion Software Cookies for a list of those cookies.

If you need to view a list of all information stored in customer accounts, you can use Volusion's Import/Export feature:

  1. Go to Inventory > Import/Export > Standard Export tab.
  2. From the Export To menu, choose Customers.
  3. Check the box to include all columns, or select the check boxes for any relevant fields you need to export.
  4. From the File Format menu, choose CSV - Comma Delimited Text File.
  5. Click Export.

Once you download the generated spreadsheet, you can open and view all customer data in Microsoft Excel or a similar program.

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