for Retail and Restaurant

Mass Anonymizing or Restricting Customers

You can anonymize/restrict a number of customers at once, if needed. Both of these actions remove all GDPR Personal Data from the customer information.

  • Performing either one of these operations requires that you belong to an user group with Allow Customer Mass Restriction permission.

  • Anonymizing/restricting all customers at once is not possible; you need to first at least one of the following filters in the Customers view to filter the customers:

    • Updated

    • Group

    • Before last purchase date

    • After last purchase date

  • It is not possible to anonymize/restrict all private or company customers at once; you need to use more refined filtering.

  • If you have both private and company customers filtered, you can only use the Restrict option, as company customers cannot be anonymized.

  • Customers cannot be anonymized or restricted if they have been assigned to an open order; these customers will be skipped in the operation (see step 5 below)

If needed, you can retrieve anonymized customer’s data by using the Excel export/import function of the Back Office. Note that customer’s Id is required for this operation. See Retrieving Anonymized Customer Data.

Restricted customer data cannot be retrieved.

  1. In the Customers view, select the filters you want to use, and click Apply Filters.

  2. Next, click either

    1. Anonymize icon to anonymize the filtered customers.

    2. Restrict icon to restrict the filtered customers.

      Anonymize or restrict.png
      Anonymize (A.) and Restrict (B.) icons
  3. A confirmation window is displayed. Click Anonymize/Restrict (or Back to cancel)

    Are you sure restrict.png
    Confirmation window
  4. A separate information window is displayed. Click OK to proceed.

    Restrict.png
    Confirmation window
  5. When the anonymize/restrict operation has been applied to all the selected customers, you will receive an e-mail notification about this. The notification contains information about updated and skipped customers; if any errors were encountered during the process, the e-mail will also include information about them.

    Restrict results.png
    Example of the mass restrict operation e-mail notification