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Copying vs. Linking Customers in CleanCloud

Learn the difference between copying and linking customers in CleanCloud and choose the best option for multi-store setup.

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Written by Onboarding
Updated over 2 months ago

When setting up CleanCloud for multiple stores, you have the option to either copy or link customer records. This is a critical decision that cannot be changed after real orders are placed.

Copying Customers

  • Creates separate, independent customer records for each store.

  • Allows different information and management per location.

  • Order data remains separate for each store.


Linking Customers

  • Maintains a single, unified master record across all linked stores.

  • Ensures consistent customer information across locations.

  • Provides additional benefits for multi-store businesses:
    ✔ Access to the Call Center feature to search customer orders across all stores.
    ✔ Ability to share a heat seal database across stores (if products are also linked).
    ✔ Customers can use the same login for the customer app and web app at any linked location.

  • Order data still remains separate per store.


Key Consideration

⚠️ Once real orders are taken, you cannot switch from copied to linked customers, or vice versa. Make this decision carefully before processing any orders in CleanCloud.


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