Why is my customer purchase history missing?

If your customers were uploaded successfully but their purchase history is not appearing, this is likely because order history was not included in the file at the time of the original upload. To resolve this, the existing customer records will need to be replaced. Follow the steps below.

Step 1: Delete all existing customers from Clover Before re-uploading, all current customer records must be removed from your new Clover account to avoid duplication. This can be done directly through the Customer Upload app.

🔗 How can I delete customers?

Step 2: Download your customer file with order history Once your customer list has been cleared, use the Download Customers feature in the Customer Upload app under your old Clover account to export your customer file. When prompted, select "Yes" to include order history in your download.

Please note that this feature transposes your customers' purchase history into the Notes field of the Clover Customers app. This will not make purchase information available in the Orders or Reporting app — only in the Customers app.

🔗 Exporting and importing customer order history

Step 3: Re-upload your customer file Once you have your updated file with order history, upload it through the Customer Upload app. Your customers will be re-created in Clover with their order history now properly attached.

If you run into any issues during this process, reach out to us at help@abreezetech.com and we'll be happy to help!