How to Export Order History for Each Customer on Clover

Type: Support Call

Call Reported On: 01-07-2022

Products Discussed: Customer Plus Plus

Q&A

Agent:

An agent contacted our office because he required our assistance with a merchant. He wrote:

“I have a client that wants to use Clover, but needs to be able to export customer data, including the history of each order.  He issues rewards based on the total dollar spend and also wants to retain the individual order history.

Do you know if this is possible?”

CSI Works Support: 

Yes, this is very possible with our Customer Plus Plus app.

He would have to first sign customer up during checkout.

Then, when logging into the dashboard and navigating to Customer Plus Plus app they would be able to export order history for each customer.