Customer List Export & Import

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How the Feature works:

You no longer have to add/edit customer information manually. We have created a very efficient system to export an entire list of customers from your website into an Excel format for edits and additions. You can also download a blank template and create a full list of new customers and import in one upload, versus manually creating customer accounts. A full list of instructions is available below.

Export Instructions

1. In admin, under Orders & Customers, click Customer Export

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2. Choose any existing catalog from the list and click download—once prompted, download the list and open in Excel

3. Once the file is open, choose to edit the existing records of that contact (ex. First or Last name, username & password, Catalog, P21customer ID, etc....), or you may choose to add additional contacts & addresses to this list

4. Once you have completed your edits and/or additions, upload the document to the Customer Import section and wait for it to complete

Note: You may encounter errors upon uploading. If you do, follow the instructions and make any necessary changes and re-upload.

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Import Instructions

1. In admin, under Orders & Customers, click Customer Import

2. Download the "New Customer File" template

3. Once the file is open, add all relevant information to the sheet for the customer record and ship or bill to addresses (ex. First or Last name, username & password, Catalog, P21customer ID, etc....)

4. Once you have completed your new customer records, upload the document in the Customer Import section and wait for it to complete

Note: You may encounter errors upon uploading. If you do, follow the instructions and make any necessary changes and re-upload.

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Rules & Guidelines:

  • Addresses = up to 15 addresses allowed
  • Column Rules
  • 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.)
  • Required Fields = Username, password, email, firstname, lastname = cannot be blank
  • 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 letters.
  • Deleting users = cannot delete a user from the sheet, must Archive in the Admin

Traps/Issues to keep in mind: To avoid traps, always download a new sheet.

  • Duplicating Users– If you run the same new sheet back to back, it will create duplicates. To prevent this, run a new sheet to create accounts, then do an export if you want to make edits.

Note: The first time you add an address you don't have a unique CID—it is set to "0". So, by running the same sheet twice, the system doesn't have a unique CID and will create a new one.

  • Duplicating Addresses – If you add shipping addresses to an export and re-run that same sheet after a successful import your sheet will duplicate shipping addresses.

Note: The first time you add an address you don't have a unique AID—it is set to "0". So, by running the same sheet twice, the system doesn't have a unique AID and will create a new one.