Creating Customers
This learning path walks an Infigo admin through the core ways to build and maintain a customer base in a storefront: structuring customers with Departments, creating individual customer accounts, understanding Address Books, and importing customers in bulk via CSV.
What you’ll learn
By the end, a learner should be able to:
- Create and maintain Departments to group users and influence what they can do/see (e.g., delivery/payment options).
- Create a single customer properly (storefront vs platform-level), including key settings like password behaviour, tax exemption, basket visibility, and roles.
- Understand what Address Books are and how they’re granted to users/groups for checkout address selection.
- Import customers in bulk via CSV, use templates, interpret import feedback, and fix common errors.
Who this is for
Designed for storefront/platform administrators (and implementation/onboarding teams) who need to add, organise, and maintain customer accounts in Infigo, especially in B2B-style storefronts where users, departments, roles, and controlled addresses matter.
Prerequisites
- Basic confidence navigating Infigo Admin, and access to Customers / Customer Management.
- A rough understanding of how your storefront is structured (customers vs admins, roles, departments).
Recommended further learning
Extra resources to deepen your understanding.
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