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Importing CustomersΒΆ

To streamline adding a large bulk of items, like customer information, products, prices or inventory information, you can import the bulk details from a .csv file.

Import the customer information using the .csv file that follows the customer details data structure.

To import a bulk of customer information:

  1. Navigate to the Customers > Customers.
  1. Get a sample: To download a sample .csv file with the necessary headers, click Download Data Template in the list next to Import.

    Note

    Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.

  2. Prepare data for import: Based on the downloaded file, create your bulk information in .csv format. Once your file is ready, click Import, select the prepared comma-separated values (.csv) file, and click Submit.

  3. Validate import results: Review import validation results. If there are any Records with errors, fix them in the .csv file before starting the import.

  4. Launch import: After successful validation, click Import.

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

See this two-minute demo of the import process:

Browse maintained versions:
current1.4