Exporting customer order history

We are pleased to introduce new functionality to the Customer Upload application that will allow you to bring your customers' order history with you from one Clover account to another. This feature transposes your customer's purchase history into the Notes field of the Customers app. This will not make the purchase information available in the Orders or Reporting app, only in the Customers app.

If you installed the Customer Upload app prior to 8/1/2022 you will need to uninstall, then reinstall the app to grant it permission to read your Order and Purchase history. 

Instructions on how to use this new feature are below.

How it looks in your new account:

How it looked in your old account:

To take advantage of this feature, please follow the instructions listed on this page, making sure to select "Yes" when asked if you want to export historical customer purchase information.

When a customer's purchase history exceeds 2,000 characters (the maximum upload limit for Clover), you have three options:

1. Summarize orders (default)
2. Only include first 2,000 characters
3. Include all details

Please specify your preference when submitting the request