Note: File Import will update customers if any of them already exist in the database


1. Click Customers on Navigation bar and select Customers from the drop-down



2. Click on the drop-down next to Add New Customer and click on Import Customers (Click on Export All Customers to download the customers list)



4. 
Choose the Customer list file and click on Import from CSV to upload customers data

 

Create a .csv file in the below explained format

OR 

Download the sample file and edit the Customer fields and upload



Column Required Type Description Example
hash No string Customer Unique ID

Note: If you are exporting and editing the customers then this column will be auto-filled. It is recommended not to change the value or leave the field empty if you are adding a new customer.
firstname Yes string Customer First Name Johnny
lastname Yes string
Customer Last Name
Blaze
customer_code No string
Customer Unique code (if provided)

Note: Many customer having same code cannot be imported.
190095389
company_name No
string
Company Name

Customer's company name

group_name Yes
string
Customer Group name
If you want the customer to be grouped into different tiers, you can provide the group name.
If group name is empty it will add to General group.

Note: If you provide New Group name which does not exist the system will automatically add the new Group.
VIP Customer
email No
string
Customer email address

example@gmail.com
phone No
string Customer telephone number
18558553141
mobile No
string Customer mobile number
18558553141
date_of_birth No
date Customer Date of Birth (YYYY-MM-DD) 2012-01-01
gender Yes
string
male or female
male
website No string
Customer blog or website address

facebook No
string
Twitter handle

twitter No
string facebook handle
accepts_marketing Yes
integer
Use any one of the option 0 or 1

Is the customer willing to receive marketing,promotional notifications sent to him/her ?
0 = No
1 = Yes

Note: If you leave it blank it defaults to 0.
1
note  No
string
Write down any internal note for this customer if required.
likes the food to be Spicy
street1
 No
string
Address street 1 No 340S 5th avenue
street2  No string
Address street 2
2nd cross

city  No string
Customer city Los Angeles

state  No string
Customer state
CA

country_code  No string Customer country

Note: It should be a valid 2-digit ISO Country Code. For a full list of valid ISO country codes click here.
US

zipcode  No integer
91789


(Note: Maximum file size allowed is 5 Mb)