Exporting and importing customer order history

The Customer Upload app allows you to bring your customers' order history with you when switching Clover accounts. This feature transposes your customers' purchase history into the Notes field of the Clover Customers app.

Note: This will not make purchase information available in the Orders or Reporting app — only in the Customers app.

Before You Begin

Note: If you installed the Customer Upload app prior to 8/1/2022, you will need to uninstall and reinstall the app to grant it permission to read your order and purchase history.

Step 1: Download your customers from your old account

Launch the Customer Upload app in your old Clover account and 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.
• 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) - Order date, and order total for each purchase will be included.
  • Only include the first 2,000 characters - Only the most recent purchases will be captured in the download, going back as far as 2,000 characters of data allows.
  • Include all details - Purchase history details includes: purchase date, items purchased, their individual costs, order total, and the tender type. (Note: this file can be kept for your own records as a reference, but Clover will only allow you to upload the first 2,000 characters of data into the new account — any content beyond that will be truncated).

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: Import your customers to your new account

Switch to your new Clover account in the Clover web dashboard and install and launch the Customer Upload app. Then, upload your customers CSV file by following the instructions starting at Step 4 here: How to Upload Customers to Clover.

Note: Your customers' order history will be imported alongside their other information and will appear in the Notes field of each customer's profile in the Clover Customers app. It will not appear in the Orders or Reporting app.

Example - How purchase history appears in the Clover Customers app:

Example - How summarized purchase history appears in your exported file:

Example - How all details purchase history appears in your exported file: