How to Create a Customer

There are three ways to create customers in Helm:

• Uploading a CSV file for bulk customer creation

• Creating an individual customer manually

• Creating a company customer manually

Each option ensures you can manage your client information efficiently, whether you are onboarding many customers at once or setting up a single account

1. Bulk Customer Creation via CSV Upload

Use this method if you need to add multiple customers at once

1. Go to Processing in the left-hand menu

2. Click Import Data

3. Select the correct Import Type > Customer

4. Download the CSV template to ensure you use the correct format

5. Fill in the required customer data in the CSV file: first name; last name; email; phone; company; address

6. Upload the completed CSV file back into Helm

7. Review and confirm the import

All customers will now appear in your customer list

2. Create an Individual Customer Manually

Use this method if you are creating a single customer profile

1. Go to Customers and click Create Customer

2. Select Individual

3. Complete the required fields:

   • First name *

   • Last name *

   • Email *

   • Phone number

   • Contact photo (optional)

4. Save the customer record

Once saved, you will see the customer profile page, click the customer to manage:

• Orders linked to this customer

• Company Contacts with your primary contact or you can add more

• Custom Fields for additional information

• Internal Notes to store important context such as preferences or behaviour

• Customer Details with the company name and address

• Address Details for shipping and invoicing

• Tags to categorise your customers for easier reporting

3. Create a Company Customer Manually

Use this method if the customer is a business rather than an individual

1. Go to Customers and click Create Customer

2. Select Company

3. Complete the required fields:

   • Company name *

   • Email *

   • Phone number

   • Contact photo or company logo (optional)

4. Save the company profile

Once saved, the profile expands into a full customer record where you can manage:

• Orders linked to this company

• Company Contacts to add individuals within the company and set a primary contact

• Custom Fields for tailored information

• Internal Notes to store business-critical insights

• Address Details for shipping and invoicing

• Tags for quick identification and segmentation

Bulk Editing Customers

Helm allows you to manage multiple customers at once through bulk actions. This is especially useful when cleaning up your database, merging duplicates, or assigning shared attributes

To bulk edit customers:

1. Navigate to the Customers section

2. Select the tick boxes next to the customers you want to edit

3. Choose from the available bulk actions:

• Merge Customers
  Combine duplicate customer records into a single profile to keep your data clean and accurate

• Archive Customers
  Remove outdated or inactive customers from your active view while keeping their records stored for reference

• Add Tags
  Apply tags to multiple customers at once to organise them by attributes such as “Wholesale”, “High Value”, or “Do Not Contact”

Best Practice Tips

• Use CSV upload when migrating customers from another system or onboarding in bulk

• Assign custom fields to capture information unique to your business model

• Add internal notes to build stronger customer relationships

• Use tags consistently to group and filter customers