All roles can work with customer records. Courier partners see and manage only their own customers. Managers and Admins can view and edit customers across all couriers.
Adding a Customer Manually
1
Open the Customers list
Click Customers in the sidebar to open the customer directory.
2
Start a new record
Click Add Customer in the top-right corner. A customer form opens.
3
Fill in the customer details
Complete the following fields:
4
Assign a courier
- Admins and Managers: Select the courier partner this customer belongs to from the Courier dropdown.
- Courier users: The customer is automatically assigned to your own courier account. The dropdown is not shown.
5
Save the record
Click Save. The customer appears in the list immediately and is now available for package matching and prealert lookup.
Bulk Import via CSV
Use CSV import to add or update large numbers of customers at once — for example, when onboarding a new courier partner or syncing from an external system.CSV Format
Your file must have columns in this exact order:- The header row is detected and skipped automatically.
- The branch column is optional — leave it blank if not applicable, but include the column.
- Rows with fewer than 3 columns (user_code, first_name, last_name) are skipped. Always include at least these three values on every data row.
- Upsert behavior: if a UserCode already exists, Shiipp updates that record. If the UserCode is new, Shiipp creates a new customer.
Running the Import
1
Prepare your CSV file
Open your spreadsheet tool and export (or build) a CSV with the four columns in order:
user_code, first_name, last_name, branch. Remove any extra columns before uploading.2
Navigate to the import page
Go to Customers > Import in the sidebar.
3
Upload the file
Click Choose File, select your CSV, then click Upload. Shiipp processes the file immediately.
4
Review the results
After processing, Shiipp displays a summary showing the number of records created and updated. If any rows were skipped due to errors, they are listed with a reason.
Automatic Sync from Your System
If you’re a courier partner, Shiipp can pull your customer list from your own system automatically — no manual uploads needed. Shiipp checks for updates every 8 hours.Customer List Format
Learn the required endpoint format and authentication method Shiipp uses to fetch your customer list automatically.
Prealerts
Submit prealerts before packages ship so Shiipp can auto-fill customer details at intake.
Searching and Filtering Customers
Use the search bar at the top of the Customers list to find records by:- Name (first or last)
- Email address
- UserCode
Advanced Fuzzy Search
For approximate name matches — useful when you’re unsure of the exact spelling — append?advanced=true to the Customers page URL. With advanced search enabled, Shiipp surfaces close matches even when names are slightly misspelled.
Filtering by Branch
Use the Branch dropdown above the customer table to narrow the list to a specific location or hub.UserCodes are uppercased automatically by Shiipp.
CUST001 and cust001 refer to the same customer — you never need to worry about case when searching or importing.