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CustomersOverview

Customers

A customer is who you work for. Track their contact details once, and ManagePrint ties every quote, invoice, and job you do for them to the same record, so a customer’s whole history sits in one place.

How customers get into ManagePrint

There are three ways, and they all land in the same list:

  • You add them by hand on the Customers page.
  • A storefront order creates them. When someone buys from your storefront, ManagePrint finds the matching customer by email or creates one. It backfills missing details from the order without overwriting anything you already have.
  • You import them. Coming from Printavo, upload your customer export as a CSV. The import is safe to re-run: it matches on Printavo ID and email and skips anyone who already exists. See Integrations.

Where to go next

Create a customer, the fields available, and how to keep records clean.Adding & editing customersEverything you’ve quoted, billed, and produced for one customer, in one view.Profiles & history
Your first jobAdding & editing customers