Main Menu → Operations → Customer Profiles → Import
Customer Profile Import uses a "wizard" process to walk you through the steps of importing customer profile records.
Customer Profile Data Fields
The following is a listing of current fields contained in the Customer Profile database along with a brief explanation of each. Most are self explanatory. The only Required field is the customers Email Address which is used as their Login to their account.
| Field Name | Description |
|---|---|
| Customer's Email - used as Login | |
Address 1 | Customer's address |
| Address 2 | Customer's 2nd address |
| Allow 3rd Party Billing | Allows the customer to use their own shipping account for the billing of shipping costs. |
| City | City |
| Company | Company Name |
| Country | Country |
| Customer Profile ID | ID assigned by our system |
| Day Phone | Daytime phone of Customer |
| Evening Phone | Evening phone of Customer |
| First Name | First Name |
| Last Name | Last Name |
| No Free Shipping | Disallows Free Shipping |
| Postal Code | Postal Code |
| State | State |
There may be additional fields depending on certain configurations you may have on your account. One such example is "Pricing Tiers".
Step 1
The Customer Profile Import wizard is located on the Customer Profiles page. Upon clicking the Import link you are presented with the first step of the import wizard process:
Using this tool, you can import your customer profile information by choosing the file then selecting the appropriate text file delimiter (most commonly a comma (,)) and the profiles will be automatically created or updated with the specified information from your import file.
The Pre-defined Importing Mapping is only used if you have imported and saved the mapping file in the past . After selecting the file and Text file delimiter click "Continue to Step 2".
Step 2
Email is currently the only required column. We can not import your data without the Email address.
At the top of the page you will see an example of a few records on your file along with the option "Click this box if the first row contains field names." This is almost always checked.
Step 3
The import should now be complete and the profiles should be view-able from within the Customer Profile Manage section.