Bulk Customer Deletion

Bulk Actions let you perform program-wide administrative actions in a single workflow. This article covers how to use Bulk Customer Deletion to permanently remove members from your program.

Before you begin

This action permanently deletes member data

Bulk Customer Deletion fully deletes the member’s data from Inveterate. After deletion, it is as if the customer was never a member in the first place. This cannot be undone.

Use this only when you are certain you need to permanently remove a member’s membership record (for example, data cleanup requests or internal testing accounts).

CSV requirements

To delete members in bulk, you must upload a CSV that includes a header named:

• customerId

(You’ll see this requirement called out directly in the upload modal.)

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How to perform a Bulk Customer Deletion

1. Navigate to your Inveterate dashboard.

2. Go to Settings.

3. Select Bulk Actions.

4. Click Actions (top-right).

5. Choose Customer deletion.

6. Upload your CSV file containing the members you want to delete.

7. (Optional) Add an internal note to accompany the deletion request.

8. Click Submit to start the deletion process.

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What to expect after submitting

• Inveterate will begin deleting members included in the uploaded CSV. PerformBulkCustomerDeletion-4e6…

• Deleted members’ records are fully removed from Inveterate.

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Best practices

• Double-check your CSV before submitting (especially the customerId column).

• Start with a small test CSV (1–2 customers) to confirm you’re deleting the intended records.

• Use the optional note to document why the deletion was performed for future internal reference.

Download the PDF below for step-by-step instructions:

510KB

PerformBulkCustomerDeletion.pdf

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