Upload Existing Customer Data Into Castiron

See this article for instruction on how to export customer contact information from Square and Shopify.

With Castiron, you can consolidate your customer data into one location. Say goodbye to manual spreadsheets, handwritten notes and contact info, and searching through your text messages! Say hello to your new dynamic customer database.

Any time a customer makes a purchase through your Castiron store, we'll capture their contact information, including their name, email, address, phone number and marketing opt-in. 

You can also upload the information of up to 500 customers at once using our Bulk Upload feature. Follow these steps to add new or update existing customer details:

• Visit the Contacts section of your left Admin menu, near the bottom under Shop, or click here: https://admin.castiron.me/contacts/overview
• Select "Add Contacts" at the top, and you'll see this page:

• Copy and paste your list of email addresses into the field that says "Add emails...", either separated by a comma or linebreak.
• Click the box if you've been given permission to send them marketing offers.
• Click "Add Contacts" at the bottom of the page when you're done.
• Your customers should now show up in your customer list! Try refreshing the page if you don't see them immediately.