How do I view and manage customer profiles in Shopify?

Customer profiles in Shopify store essential information about your buyers, including contact details, order history, tax settings, and marketing preferences. When a customer places an order, Shopify automatically creates their profile. This guide explains how to view, edit, organize, and manage customer profiles effectively.

Note: If you use new customer accounts, customers can update their own profile name and email address directly from their customer account page.

How to Access Customer Profiles

View All Customers

1. Go to Customers in your Shopify admin
2. Browse the customer list or use the search field
3. Click any customer name to open their profile

Search for a Specific Customer

1. Go to Customers
2. In the Search customers field, enter a name, email, phone number, or mailing address
3. Select the customer from the results

Tip: You can also use the global search bar at the top of your Shopify admin.

What’s Included in a Customer Profile

• Amount spent & total lifetime value
• Number of orders & last order date
• Customer since & RFM group classification
• Timeline of system events and staff comments
• Contact information
• Marketing subscription status
• Tax details & VAT number (B2B)
• Store credit balance (if enabled)
• Tags
• Notes (internal staff only)

How to Edit Customer Profiles

Edit Contact Information

1. Open the customer profile
2. Click … → Edit contact information
3. Update details
4. Click Save

Manage Addresses

1. Click … → Manage addresses
2. Edit, add, or set default address
3. Click Save

Edit Tax Details

1. Click … → Edit tax details
2. Select tax behavior or apply exemptions
3. Add VAT number if applicable
4. Click Save

Edit Marketing Settings

1. Click … → Edit marketing settings
2. Toggle email/SMS subscription status
3. Click Save

Add to Company (B2B)

1. Click … → Add to company
2. Select or create a company and assign location

How to Add Notes and Tags

Add Notes

1. Scroll to Notes
2. Click Edit notes
3. Enter internal notes
4. Click Save

Add Tags

1. In the Tags section, click Find or create tags
2. Add or remove tags

How to Use the Timeline

The Timeline shows order activity, system events, and internal staff comments.

Add a Comment

1. Scroll to Timeline
2. Enter comment
3. Click Post

Understanding RFM Groups

• Prospects
• New
• Active
• Loyal
• Champions
• At risk
• Dormant

How to Manage Store Credit

1. Open customer profile
2. Scroll to Store credit
3. Add or deduct balance

How to Delete Customer Profiles

Caution: This action cannot be undone.

Delete Individual

1. Open profile
2. Click More action (top side) → Delete customer

Bulk Delete

1. Select customers
2. Click … (More Actions) → Delete customers

Customer Segments

1. Go to Customers → Segments
2. Create segment using RFM, tags, location, or spend

Bulk Edit Customers

1. Select customers
2. Click Bulk edit
3. Edit names, tags, marketing status

Import or Export Customers

1. Customers → Export
2. Customers → Import

Customer Privacy (GDPR)

1. Open profile
2. Click More actions → Request data erasure

Best Practices

• Use consistent tags
• Maintain clean notes vs comments
• Monitor RFM groups
• Review tax exemptions for B2B

Troubleshooting

Key Takeaway

Customer profiles centralize buyer data, use RFM automation, and provide segmentation and compliance tools to scale your Shopify store effectively.