Adding customer’s profile manually #

You can manually add a new Customer profile by selecting Add Customer in the Customers tab.

Step 1: Navigate to the Customer tab

Step 2: Select Add Customer located at the top right corner of the dashboard

Step 3: Enter the Customer’s details, including their name, email address, and phone number

Step 4: Once you have entered all the relevant information, click Save

The new Customer profile will now be added to your Customer list in MooseDesk. You can view and manage their profile, track their interactions with your support team, and provide personalized support using the information you have entered.

Import Customer data #

MooseDesk also allows you to bring Customer data from external sources by importing a CSV data file.

Step 1: Navigate to the Customer tab and click More actions

Step 2: Click Import

Step 3: Drag the CSV file in the box or click Add file to look for the CSV file on your device.

Step 4: Click Import and the Customer data will be ready to go on the MooseDesk system.

Sync customer data #

MooseDesk offers users two approaches to sync customer data: from Shopify to MooseDesk and from MooseDesk to Shopify.

Option 1: Sync from Shopify to MooseDesk

Step 1: Navigate to the “Customer” tab and click on More actions

Step 2: Click Sync Shopify Customer

Step 3: You should see a message saying the process is underway and you will receive a notification email when the process is completed

Option 2: Sync from MooseDesk to Shopify

You can sync customer data in bulk or individually to Shopify. 

First, let’s go over how to sync customer data in bulk.

Step 1: Navigate to the “Customer” tab and click on “More actions”

Step 2: Click Sync to Shopify

Step 3: Check the box to confirm, then click Sync to Shopify 

Step 4 (Optional): If existing customers are found, you need to choose syncing options to continue

• Update information from MooseDesk: Sync existing customer data and updates, along with new customer data, from MooseDesk to Shopify.
• Skip existing customers: Skip syncing existing customer data and updates, and sync only new customer data

Note: We recommend choosing Update information from MooseDesk option to ensure both existing and new customer data, along with any updates, are accurately synced from MooseDesk to Shopify. 

Then, choose Start syncing

Next, let’s look at how you can sync customer data individually to Shopify. 

Step 1: Click the Edit icon or the customer’s name to access their details screen

Step 2: Click on Sync to Shopify 

Note: If the customer data is up to date, the Sync to Shopify button will be disabled. 

Support Channels

If you ever need assistance, our Help Center is packed with comprehensive guides and tutorials.

At MooseDesk, we’re always here to help. Our dedicated email and live chat teams are available around the clock. Drop us an email at help@moosedesk.com, or click the Live Chat icon located at the bottom left corner of the MooseDesk app, our official website, and even within this Help Center.