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Customer Vault

Create and enhance existing customer profiles in your directory, so you always have their information on hand. In this page you are going to find all your customers registered on the platform.

Add a Customer

  1. Visit the Customer Vault page.
  2. Click New Customer button located on tue top-right of the page.
  3. Enter the Customer Details and Card Information.
    NOTE: The card information is not required to save the customer. However, if you intend to use the customer on a payment, the card information will need to be entered.
  4. To add Billing/Shipping Address, click Additional Information at the end of the page.
  5. Click Save Customer.

Edit a Customer

  1. Visit the Customer Vault page.
  2. Click the Ellipsis button located on the right of the row of the customer you want to edit.
  3. Click View.
  4. Make the edits needed. To edit or delete the card information, click the Actions button on that section.
  5. Click Save Customer.

Invite a Customer

In the event that for security reasons the customers prefer to enter their information on their own, you can send them a link for that purpose. This applies only for new customers. In case that the customer already exists on your directory, please refer to the section below Update a Customer by Invitation.

  1. Visit the Customer Vault page.
  2. Click the More Actions button located on the right-top of the page and select Invite Customer. A popup will be prompted and it’s going to guide you through the import process.
  3. Fill out the information requested. Be aware that you can send the link to their email, the phone number, or both.
  4. Click the Invite button. Your customer will receive an email or SMS including a link to a page where they will be able to enter the information. After the information is submitted, you will be able to see the new customer on the list.

Update a Customer by Invitation

If the information of an existing customer is incomplete, missing the payment method, or there is any information that the customer would like to update, you can use this option to solve it.

  1. Visit the Customer Vault page.
  2. Click the Ellipsis button located on the right of each row and select Update by Invitation.
  3. The information on the popup will be filled out. Set the Time Expiration of the link and click the Send button. Your customer will receive an email or SMS including a link to a page where they will be able to enter the information. After the information is submitted, you will be able to see the new customer on the list.

Import Customers

Upload and manage multiple customer profiles at once with the bulk import tool.

NOTE: Before you make any modification to your list of customers, we recommend exporting it as a CSV file, so you can always revert back to the previous state in case any issues come up.

  1. Visit the Customer Vault page.
  2. Click the More Actions button located on the right-top of the page and select Import Customers. A popup will be prompted and it’s going to guide you through the import process.
  3. Click Download Template. This will download a CSV file to your computer, including all the customers you already have in your library. If you don’t have any at the moment, the file will include an example to represent the data.
  4. Open your file using any text editor, but we strongly recommend using a more friendly tool, like Microsoft Excel.
  5. Fill in the template columns with your customer information. Check the Spreadsheet Fields table included below in this article to get more details. We strongly recommend not to change any of the information in the Unique ID column or delete empty columns.
  6. Save the edited file.
  7. Go back to Strictly Platform and click the Browse button in the import popup. This will allow you to select and upload the edited file from your computer.
  8. Click the Continue button to go to the second step.
  9. You will be prompted to align Strictly’s core product attributes to your imported columns from your CSV file. If you did not change the column names in the file downloaded from Strictly, the product attributes should be automatically matched. Review the mapping from your file to product attributes and make changes as necessary. Note that the following columns are required in your CSV: First Name, Last Name, Email, and Phone.
  10. Click the Continue button to upload your changes.
  11. If your import process is completed successfully, or anything went wrong, you will get a notification with the import results. In any case, follow the instructions and click the Close button.

Spreadsheet Fields

Export File Field Descriptions
Unique ID Your Strictly Platform will automatically populate this ID. If you are importing a new customer, leave this field blank, if you are editing items do not change it.
First Name First name of the customer. This input is required. Can include numbers, letters, or symbols. Maximum 128 characters.
Last Name Last name of the customer. This input is required. Can include numbers, letters, or symbols. Maximum 128 characters.
Email Email address of the customer. This input is required. Can include numbers, letters, or symbols. Maximum 128 characters.
Phone This input is required. Can include only numbers of 10 digits according to the United States standards, using the following format (000) 000-0000
Company Use this field only if the customer has any Company information that you would like to include on the payments.
Billing Address Country Our system process payments only in the United States for now. We strongly recommend you always use US for United States.
Billing Address 1 Use the standard address format.
Billing Address 2 Use this field is the address contains an apartment, suite, or space number (or any other designation not literally part of the physical address). For example, Apt 106.
Billing Address City Use this field to include the name of the city.
Billing Address State Enter the state name, or the abbreviation. For example, for an address in California, you could enter: “California” or “CA”. Check the “List of State Abbreviations” included below if you need more information.
Billing Address Zip Code Use the standard zip code format in the United States of 5 digits
Shipping The shipping fields include the same information used on the Billing section above. The requirements are the same.

List of State Abbreviations

State Abbreviation State Abbreviation
ALABAMA AL NEW JERSEY NJ
ALASKA AK NEW MEXICO NM
ARIZONA AZ NEW YORK NY
ARKANSAS AR NORTH CAROLINA NC
CALIFORNIA CA NORTH DAKOTA ND
COLORADO CO OHIO OH
CONNECTICUT CT OKLAHOMA OK
DELAWARE DE OREGON OR
FLORIDA FL PENNSYLVANIA PA
GEORGIA GA RHODE ISLAND RI
HAWAII HI SOUTH CAROLINA SC
IDAHO ID SOUTH DAKOTA SD
ILLINOIS IL TENNESSEE TN
INDIANA IN TEXAS TX
IOWA IA UTAH UT
KANSAS KS VERMONT VT
KENTUCKY KY VIRGINIA VA
LOUISIANA LA WASHINGTON WA
MAINE ME WEST VIRGINIA WV
MARYLAND MD WISCONSIN WI
MASSACHUSETTS MA WYOMING WY
MICHIGAN MI AMERICAN SAMOA AS
MINNESOTA MN DISTRICT OF COLUMBIA DC
MISSISSIPPI MS FEDERATED STATES OF MICRONESIA FM
MISSOURI MO GUAM GU
MONTANA MT MARSHALL ISLANDS MH
NEBRASKA NE NORTHEN MARIANA ISLANDS MP
NEVADA NV PALAU PW
NEW HAMPSHIRE NH PUERTO RICO PR
VIRGIN ISLANDS VI