Customer Import: Upload and Manage Customer Profiles in Bulk

UltraCart’s Customer Import feature allows store owners to upload detailed customer data in bulk, including email addresses, contact information, shipping and billing addresses, pricing tiers, and more.

This tool supports both the creation of new customer records and the updating of existing ones, making it ideal for:

• Importing customer data from another platform

• Importing legacy customer data

• Syncing CRM exports

• Segmenting customers by loyalty tier, tax status, or tags

Key Benefits

• Create or update multiple customers at once

• Assign billing/shipping addresses and preferences

• Add tags, notes, and pricing tier info during import

Prerequisites

• An active UltraCart account with access to the Customers module

• A spreadsheet file in .csv or .xls format

• At minimum, each row must contain a valid Email

Quickstart / TL;DR

7. Go to Customers → Import Customers

8. Download the Sample CSV Template

9. Fill out customer data (Email required)

10. Upload your file and map the fields

11. Submit the import

Step-by-Step Instructions

Step 1: Navigate to Customer Import

• Hover overOperations in the UltraCart main menu

• SelectCustomer Profiles

• Select Import

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Step 2: Download and Review the Sample File

How to use the sample effectively:

1. Replace the sample rows with your actual customer information.

2. Add or remove columns based on which fields you want to import or update.

3. Make sure the Email is included for all rows (required for both creating and updating customers).

4. Save the file as .csv or .xls before uploading.

Once your file is ready, click Upload File on the Customer Import page to begin the field mapping process.

• All supported headers (including Billing1–Billing11, Shipping1–Shipping3, Email, and more)

• Sample data showing how to format each field

Step 3: Prepare Your Data File

• Use Excel, Google Sheets, or another spreadsheet editor to open the file

• Keep the first row (headers) intact

• Fill in customer details for each row

  • Required: Email

  • Optional: Names, phone numbers, addresses, tags, pricing tiers, account numbers, etc.

Step 4: Upload Your File

In this step, you'll select your customer import file and configure a few basic options before proceeding to field mapping.

File Requirements

• Accepted formats: .csv or .xls

• Your file must include at least one row per customer with a valid Email

• The first row should contain column headers (e.g., Email, Billing1 First Name, etc.)

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Uploading via the Import Wizard

You’ll see the following options when you arrive at the Customer Profile Import Wizard:

1. Select a File
   Click the Choose File button to upload your .csv or .xls file containing customer data.

2. Pre-defined Import Mapping (optional)
   If you've previously saved a field mapping template, select it from this dropdown. This is useful for recurring import jobs using the same column structure.

3. Text File Delimiter
   If you're uploading a .csv file, make sure the delimiter is correct:

   • Most files use , (comma), which is selected by default.

   • If your file uses a different delimiter (e.g., semicolon), change it here.

4. Auto Map Columns (optional)
   Check this box if you want UltraCart to attempt to match your file's column headers to internal customer fields automatically.

5. Click the Continue to Step 2 button to proceed to field mapping.

Step 5: Map Your Fields

After uploading your file, UltraCart will show a preview of your data alongside a dropdown for each column. This step allows you to map the columns in your CSV or Excel file to UltraCart’s internal customer fields.

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How Field Mapping Works

• The first row of your file (typically your headers) appears below each column.

• Use the dropdown above each column to select the correct UltraCart field.

• If your column headers closely match UltraCart's field names, mapping may occur automatically.

• If you don't want to import a particular column, leave the dropdown set to -- Select --.

Mapping Address Fields

UltraCart stores addresses using a flexible format that supports multiple billing and shipping addresses.

You have three options for mapping address data:

1. Basic Address Mapping

   • Use Address1, City, and State to map a single shared address.

   • UltraCart will assign this to both the billing and shipping profile automatically.

   • Best for quick imports without full address segmentation.

2. Detailed Mapping for Billing1 and Shipping1

   • Map fields like Billing1 First Name, Billing1 Address1, Billing1 City, etc.

   • Similarly for Shipping1 First Name, Shipping1 Address1, etc.

   • Use this if you want to define different billing and shipping locations.

3. Multiple Address Sets (Advanced)

   • UltraCart supports up to:

     • Billing1 through Billing11

     • Shipping1 through Shipping3

   • To import these, use field names in the format:
     Shipping2 First Name, Billing3 Company, Shipping2 Default Shipping, etc.

   • You must include all required fields for each address group:

     • First Name

     • Last Name

     • Address1

     • City

     • State

     • Postal Code

     • Country

Example Fields You Can Map

Here are some of the common fields available during mapping:

Step 6: Complete the Import

• Review the mapped fields and make any final changes

• Click Submit Import

• A confirmation will appear once the import is successful

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Sending a Password Notice to Customer Profiles that were assigned a automatic password

If you are creating customer profiles for customers, you'll need to configure an email notification to be sent to each customer profile email in which their password was automatically assigned. 

You'll configure the message template using the special tags:

After configuring the email template with your custom content, click the "Preview" button to preview the rendered email, then once you have proofread and verified the rendered message , you'll click the "Send" button to send the message.

Related Documentation

Customer Profiles Export Tutorial