There may be certain customers—such as test accounts, internal users, or customers you don't want to contact—who should be excluded from your Upflow collection process and data analysis.

Customer exclusion means the customer itself and its meta-data (name, etc.) will be in Upflow (but invisible) but none of its associated data (invoices, transactions, etc…) will be.

Upflow offers two easy ways to exclude customers from your account:

Option 1: Exclude customers from your integration

You can exclude specific customers from appearing in Upflow by removing them from your integration settings.

1. Navigate to the Integrations section in your account settings.
2. Scroll to the bottom of the page where you can add customers individually to the exclusion list.

Once you save your changes, none of the customer’s information will be available in Upflow, and they will be removed from your collection and analytics processes.

Note: You can exclude up to 25 customers via this method. If you need to exclude more than 25 customers, please prepare a file holding your customers' names, external IDs and Upflow IDs. You'll find an example file attached at the bottom of this article. Share the file with our Support team and we’ll be happy to assist you. 

Option 2: Use Smart rules to exclude customers

If you want to exclude customers based on specific criteria, you can set up Smart Rules to automatically filter them out. Smart Rules give you flexibility by allowing you to define the conditions - such as custom fields or a certain workflow - that trigger exclusion.

In the example below, we want to exclude customers based in France from Upflow. We created a Smart rule excluding any customer from Upflow who is created or updated with their country set to France.

With either of these methods, you can easily tailor Upflow to exclude any customers who are irrelevant to your collection process or analytics, keeping your data focused and organized.

Any additional questions or feedback? Please hit the Submit your request button at the top right of your screen.