Docs Customer Info Installation & Setup

Installation & Setup

Getting started with Customer Info takes just a couple of minutes. Because it builds on your existing WooCommerce data, there’s nothing to import β€” the dashboard is populated as soon as the plugin is active.

πŸ“₯ Installation

  • Download the Customer Info plugin ZIP file.
  • In WordPress admin, go to Plugins > Add New > Upload Plugin.
  • Choose the ZIP file and click Install Now.
  • Click Activate once the installation finishes.

πŸ“ Opening the Dashboard

After activation, a new menu item appears at WooCommerce β†’ Customer Info. Open it to see the full customers list and start exploring individual customer profiles.

πŸ” Who Can Access It

The dashboard requires the Manage WooCommerce capability, so it’s available to Administrators and Shop Managers by default. The data each role can see follows WordPress role visibility rules.

βš™οΈ Compatibility

AreaNotes
WooCommerce HPOSDeclared compatible with High-Performance Order Storage (custom order tables).
WooCommerce versionTested up to WooCommerce 10.9.4.
Optional pluginsExtra data appears automatically when Subscriptions, API Manager, Affiliate for WooCommerce, Intercom or Help Scout are active.

Next: learn how to navigate The Customers List.