Can I switch my customers from one Clover account to another?

Yes! Follow the steps below to download your customers from your old account and upload them to your new one.

Note: The Customer Upload app requires a one-time fee of $9.99 per merchant account and only works from your Clover web dashboard — not from your Clover device.

Step 1: Download your customers from your old account

Install and launch the Customer Upload app from the Clover App Market on your computer, then click Download Customers. This will open a dialog with the following fields:

• Email File To — Enter the email address where we should send your customers file once it has been generated.
• Include customer purchase history? — Select "Yes" to include each customer's purchase information in the exported file. Note that this is an additional $100 charge. See this article for more information about exporting order history.
• If purchase history exceeds 2,000 characters, how should we proceed? — Clover's notes field has a 2,000 character limit. If a customer's purchase history exceeds this, choose one of the following options:
  • Summarize orders (default)
  • Only include the first 2,000 characters
  • Include all details (note: any content beyond 2,000 characters will be truncated by Clover)

Step 2: Receive your customers file

Click Download. You'll receive an email with your customers file once it's ready. The file will arrive as a ZIP archive and will need to be converted to a CSV before it can be uploaded. To do so:

1. Open the email and click the attachment to download it to your computer. The file will have a ".zip" at the end of its name. Find the downloaded file on your computer — it's usually in your Downloads folder — and open it:
2. Windows — Right-click the file and select "Extract All," then click Extract on the window that appears. A new folder will open with your file inside.
3. Mac — Double-click the ZIP file and a new folder will appear in the same location with your file inside.

Inside that folder, you'll find a file ending in ".csv" — that's your customers file, and it's ready to upload.

Step 3: Switch to your new account

Once you convert your customers file to a CSV, switch to your new Clover account in the Clover web dashboard and install and launch the Customer Upload app.

Step 4: Upload your customers to your new account

Choose your preferred upload method:

a. Full-Service Upload — $39.96 additional fee

Abreeze will complete the upload for you. To get started:

1. In the Customer Upload app dashboard, select Upload CSV, choose your CSV file, then select Upload it for me.
2. Once submitted, please allow 1–3 business days for your customers to be fully uploaded. You can continue using your Clover system as usual during this time. Once complete, we'll send you a confirmation and charge your Clover account.

b. Self-Service Upload — Free

Complete the upload on your own:

1. Save your customer file as a CSV. Follow the instructions here for formatting guidance. Note: the self-service upload is limited to 1,500 customers per file. If you have more than 1,500 customers, split your file into multiple files and upload each one separately.
2. Click Upload CSV on the Customer Upload homepage.
3. Navigate to the CSV file you prepared and select it for upload.
4. Using these instructions, identify the type of information in each column. This step is key, as it organizes your customer data correctly.
5. Click Upload to start processing.
6. If your upload returns errors, follow these instructions to correct them and continue.