Documentation for Customer Attributes

The Customer Attributes extension for Magento 2 lets you add extra custom fields to any of your checkout steps. Display all created customer attributes on a backend grid.

• Customer attributes extension flexible settings and intuitive interface, the Customer Attributes for Magento 2 extension will help you easily fine tune the checkout page according to your requirements. You can create as many customer attributes as you need to add on checkout page , create account page and account edit page.

• You can create customer attributes of different types.
  

• Set flexible conditions for attribute fields display.
  

• Show customer attributes information on the order grid.
  

• Show customer attributes information on the customer grid\\.

• Allow admin to export Customer data from backend.
  

• Display customer attributes at front-end side on Create Account Page, Account Edit Page, Shipping & Review Page. And in Back-end side on the Sales Order Grid and All Customers Grid too.

• The Customer Attributes extension for Magento 2 is seamlessly compatible with popular One Step Checkout solutions.

There are two ways of installing extension in magento2.

1. Using COMMAND LINE.
   
2. Manually Install extension.
   

Option 1: Magento 2 install extension using COMMAND LINE (Recommended)

Follow below steps to install extension from the command line.

Step 1: Download the extension and unzip it.

Step 2: Upload it to code directory in your magento installation’s app directory. If code directory does not exists then create.

Step 3: Disable the cache under System → Cache Management.

Step 4: Enter the following at the command line:

              php bin/magento setup:upgrade
              php bin/magento setup:static-content:deploy

Step 5: Once you complete above steps log out and log in back to the admin panel and switch to Stores → Configuration → Mageants → CustomerAttribute, The module will be displayed in the admin panel.

Option 2: Magento 2 install extension manually

Step 1: Download the extension and unzip it.

Step 2: Upload it to code directory in your magento installation’s app directory. If code directory does not exists then create.

Step 3: Disable the cache under System → Cache Management Edit app/etc/config.php file and add one line code: ‘Mageants_CustomerAttribute’ → 1

Step 4: Disable the cache under System → Cache Management

Step 5: Once you complete above steps log out and log in back to the admin panel and switch to Stores → Configuration → Mageants → CustomerAttribute, the module will be displayed in the admin panel.

• After Installation of Extension login to magento admin panel to set configuration of the extension.

• As per below screen shot you can set all the settings here.

• Customer can select enable and disable Extension.

• Display Attribute values in order summary: If select to yes then display attribute in order summary on front-end.

• To manage Customer Attributes for Please go to Mageants Customer Attributes there you can add Attributes on particular item. Here you can manage on all attributes.

• List of All created attributes will be displayed in the grid.

• Click the Add New Customer Attribute button to create an attribute or select the existing one to edit it.

Default Label :- Specify the attribute label that will be displayed on the front-end.

Customer Input Type For Store Owner :– Select attribute type like Text Field , Text Area , Yes/No , Date and Time , Drop-down.

Values Required :– If set to yes, then value is required for attribute option.

• Attribute Code :- Specify the attribute code that will be used for internal needs.
• Default Value :- If Enter Attribute Default value then add value.
• Visible on Front-end :- Select option for attribute value to display on front-end.

• Show on Customer Grid :- Set Yes to show the Customer Attribute as new column on Customer Grid.

• Visible in Customer Grid :- Set Yes to make the Customer Attribute value visible on Customer Grid.

• Filterable on Customer Grid :- Set Yes to make the Attribute filterable on Customer Grid.
• Searchable on Customer Grid :- Set Yes to make the Attribute searchable on Customer Grid.

• Sort Order :- Enter sort order for attribute.

• Registration Page :- Select Yes/No option for display attribute on registration page.

• Account Edit Page:- Select Yes/No option for display attribute on account edit page.

• Manage Customers :- Select Yes/No option for display attribute on manage customers.

• Default Store View :- Customer can select drop-down option the they want to add option in store view.

• List of All created attributes will be displayed in the grid.

• Click the Add New Address Attribute button to create an attribute or select the existing one to edit it.

• Default Label :- Specify the attribute label that will be displayed on the front-end.

• Attribute Code :- Specify the attribute code that will be used for internal needs.
• Store View :- Select the store view for which the attribute will be available.
• Customer Groups :- Select customer groups for which the attribute will be shown

• Select checkout page:- Select shipping page or review & payment page.

• Save value for checkout page:- If you select to “Yes”, Then previously entered value will be used during checkout. It is Works for login customers only.

• Sales Order Grid:- If you select yes then display attribute on sales order grid.

• Shipping Methods:- Select shipping methods on which attributes to be displayed.

• Admin can export customer data from System → DataTransfer→ Export.

• Under Export Settings → Entity Type select Customers Main File. and press continue button.

• The new created attributes are visible below, and can be exported along with the customer data after clicking the continue button .

• Download the exported file to view customer data in csv format.

• See the example of customer attributes with different input types (text fields, drop-downs, radio buttons, multiple check-boxes , yes-no ,date , text area).

• On Account Information Page Attribute display in Additional Info block.

Account Information :- In Account Information block Attribute also display in Additional Information.

• display attribute on shpping page when customer is login.

• Display Attribute on Shipping page when customer is guest.

• The new created address attributes can be seen along with the address block as shown below.