Customer List Export & Import

Learn how to export or import a list of customers from your Spinstak eCommerce website.

 

Customer List Export & Import-header2

 

You no longer have to add or edit customer information manually. We have created a very efficient system to export an entire list of customers from your website into an Excel spreadsheet to easily make edits. You can also download a blank template, create a full list of new customers and import that list in one upload. Follow the simple steps below to learn how.

Hate to read? Watch our step-by-step how-to video.

How to Use the Customer List Import & Export Tool

How to Export a Customer List

1. First login to your Admin Panel.

2. On the left-side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customer Export.

 

Customer-List-Export-&-Import-screen2

 

4. Locate the catalog from which you'd like to export a customer list and click Download.

5. After the download is done processing, click Download File near the top of the page. An Excel spreadsheet containing customer information will begin to download to your computer.

 

 

6. Open the Excel file and make any desired changes to the contact records.

 

IMPORTANT: When making changes to the contact records, please refer to the Rules & Guidelines below. DO NOT add any contact records using an exported spreadsheet. Instead, follow the steps below to Download a Customer File.

 

Customer List Export & Import-tut1

 

7. Save the spreadsheet as an Excel 97-2003 Workbook.xls.

How to Import a Customer List

1. First login to your Admin Panel.

2. On the left-side menu, click Orders & Customers. This will open a dropdown menu.

3. From the dropdown menu, click Customer Import.

 

Customer List Export & Import-tut2

From this page, you have two options:

  • Download a New Customer File - this option should be used if you'd like to add new customers to your website.
  • Import an Existing Customer File - this option should be used if you want to make edits to your existing customers' information.

Download a New Customer File

4. Click New Customer File/Sample Header File to download the New Customer File template.

 

NOTE: If you import the same New Customer File template twice, it will create duplicate contact records. To avoid this, always download a New Customer File when adding new contacts.

 

 

5. Open the New Customer File and add the customer information to the corresponding columns.

 

Required Fields:

  • FirstName
  • LastName
  • Email
  • Username
  • password
  • acceptPOYN
  • PublicCatalogYN
  • SpendingLimitYN

     

    6. Once the new customer information is added to the New Customer File, save the file as an Excel 97-2003 Workbook.xls.

    7. On the Import File page, click the Choose File button.

    8. Select the New Customer File you just saved.

    9. Click the Upload File button.

     

    NOTE: You may encounter errors upon uploading. These errors will be indicated in red at the top of the Import File page. Correct the errors and reupload.

     

    Import an Existing Customer File

    4. On the Import File page, click the Choose File button.

    5. Select the Existing Customer File you wish to import.

    6. Click the Upload File button.

     

    NOTE: If you add shipping addresses to an export and re-import that same sheet after a successful import, your sheet will duplicate shipping addresses.

     

    Rules & Guidelines

    • Required Fields = FirstName, LastName, Email, password, Username, acceptPOYN, PublicCatalogYN, SpendingLimitYN  - these fields cannot be left blank
    • Addresses = up to 15 addresses allowed
    • cID & aID = (a.k.a. Customer & Address ID's) These columns should not be modified on updates, the numbers you see are unique identifiers. When creating new, please set the columns to "0" and the system will apply unique ID upon successful upload.
    • CustomerCatalog = The name of the catalog you would like the customer to be assigned to. Must match a catalog name in your store. NOTE: Capitalization matters.
    • CoBrandBanner = The name of a banner you would like the customer to be assigned to. Must match a banner name in your store. NOTE: Capitalization matters.
    • acceptPOYN = Yes or No
    • PublicCatalogYN = Yes or No
    • spendingLimitYN = Yes or No
    • AddressName_x = This must be utilized for the address to be valid
    • AddressType_x = Billing or Shipping
    • AddressDropShipYN_x = Yes or No
    • AdressLocation_x = Commercial or Residential
    • P21ID_x = Must be a number
    • State_1 = Must be a valid state. Capitalize the first letter or letters of the state (Example: Florida, New York).
    • Deleting Users = You cannot delete a user from the sheet, you must Archive them in the Admin