Customer Group

New grouping label for merchants

Discover what a Customer Group is in Kushki and how to use this label to group branches and generate consolidated card payment reports.

What is the Customer Group?

The Customer Group is a new label within the Kushki console that allows merchants to group one or more Customers under the same name. Its main purpose is to simplify the generation of consolidated reports for the entire commercial structure, without needing to access each account separately.

This means that:

• It does not centralize or decentralize payment configurations, terminals, or business rules.
• It does not store transaction information on its own.
• It does allow generating consolidated card reports for all Customers and Branches grouped under it.
• It does not store any operational configuration data, only the Customer Group name.
• It is an optional field: it can be created when registering the Customer or at any later time.
• It has its own ID with the same structure as Owner, Customer, and Branch IDs (alphanumeric, visible in the console URL).
• Transactions are marked with the Customer Group in effect at the time they are made. If the grouping is changed, previous transactions retain the previous label.

2. Description of each level

2.1 How to handle Card Present and Card Not Present in the same Customer?

If a merchant needs to operate with both Card Present and Card Not Present, the options are:

• Create one Branch for Card Present and another for Card Not Present within the same Customer, fully decentralizing the configuration of each Branch.
• Create two separate Customers, one for each operation type.

The key point is that the Merchant ID cannot operate both modes simultaneously. The separation must be done at the Branch or Customer level.

3. How to create a Customer Group?

3.1 When creating a new Customer (individual flow)

1. Log in to the Kushki Console with Owner credentials.
2. In the main side menu, go to Customers and select the option to create a new Customer.
3. Fill in the required fields: Name, Customer type, and Country.
4. In the Customer Group field (optional), there are two options:
   • Select an existing one: the list is displayed and you choose the group to associate this Customer with.
   • Create a new one: type the name of the new group in the text field. It will be available in the list immediately.
5. Continue with the normal Customer creation process and save the changes.

Animation: Create Customer Group when creating a new Customer

3.2 Bulk flow

From the Customer Groups list, multiple customers can be organized simultaneously:

1. Go to the Customer Groups section in the customers menu.
2. Select the group you want to manage to open the association screen.
3. Identify the status of customers in the list:
   • Yellow: customers already associated with a group.
   • White: customers available for association.
4. Select the desired customers and move them to the target group section to associate them.
5. To disassociate, perform the same movement in reverse from the group list.

Animation: Bulk management of Customer Groups

3.3 Editing an existing Customer

If the merchant has already been created, you can update its grouping by following this path:

1. Go to the customer's detail from the Customers list.
2. Click the edit button to enable the form fields.
3. Assign or modify the Customer Group and save the changes.

Animation: Edit Customer Group in an existing Customer

Frequently Asked Questions (FAQ)