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.
Overview
Managing multiple store locations in CleanCloud comes with important decisions and strategies. This document outlines the essential considerations for effective multi-store customer database management.
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.
If changes are required, such as consolidating stores or linking databases later, note that data from closed accounts cannot be transferred or retrieved. Plan thoroughly in advance to avoid unexpected data loss.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.