Importing/exporting customers in bulk
You can use ShopWired's customer import/export system to create and edit customers in bulk via a spreadsheet that you upload into your ShopWired account.
The customer import/export system allows you to:
- Create new customers
- Update existing customers
- By taking an export of existing customers, making changes, and uploading the file
- Assign custom field data to customers
You can also use the customer export system to of all the customers in your account.
In a customer import/export spreadsheet, each customer is contained within its own row, and each column contains specific information and data about the customer. The column headings are fixed and must correspond exactly with the headings set by ShopWired.
Exporting customers
Exporting customers
To export your customer information into a CSV file:
- Navigate to Customers
- Select
export - Use the
typeoption to select which type of customers you want to export- Select
allto export all customers - Select
that accept marketingto only export customers that have requested to - Select
that don't accept marketingto only export customers that have requested not to receive marketing communications
- Select
- Select
prepare your export - Wait for the export to generate and then select
download your export
You can open a CSV file in spreadsheet editing software such as Excel or Google Sheets.
Creating new customers
Creating new customers
To create new customers through the customer import system:
- Navigate to Customers
- Select
import - Select
download import template- A CSV file containing ShopWired's required customer import format will be downloaded to your device
- Open the template in spreadsheet editing software such as Excel or Google Sheets
- Add customer information to the spreadsheet file and, once complete, save it as a CSV file
- Follow the customer import column definitions guidance below
- On the Customers page, select
importand select the created import file from your device - Select
upload and process file - Wait whilst your customer import is processed
Updating customers
Updating customers
To update your existing customer information through the customer import/export system:
- Navigate to Customers
- Select
export - Use the
typeoption to select which type of customers you want to export- Select
allto export all customers - Select
that accept marketingto only export customers that have requested to - Select
that don't accept marketingto only export customers that have requested not to receive marketing communications
- Select
- Select
prepare your export - Wait for the export to generate and then select
download your export - Open the export in spreadsheet editing software such as Excel or Google Sheets
- Make changes to the customer information, leaving the
IDcolumn unchanged- Follow the customer import column definitions guidance below
- Save the spreadsheet as a CSV file
- On the Customers page, select
importand select the import file from your device - Select
upload and process file - Wait whilst your customer import is processed
Customer import column definitions
Customer import column definitions
| Field Name | Description | Guidance/Instructions | Example Values |
|---|---|---|---|
| ID | This is the unique identifier for each customer | If you're creating a new customer, leave this field empty. If you're updating a customer, do not change the number in this field as ShopWired uses it as an identifier | 123 |
| FIRST NAME | Enter the customer's first name | John | |
| LAST NAME | Enter the customer's last name | Smith | |
| DATE OF BIRTH | Enter the customer's date of birth | Enter the date as DD/MM/YYYY or MM/DD/YYYY (for US accounts) |
01/01/1990 |
| COMPANY | Enter the customer's company name | John Smith Limited | |
| EMAIL ADDRESS | Enter the customer's email address | The customer will use this to log in to their account | john.smith@johnsmithltd.com |
| PHONE | Enter the customer's phone number | When using Excel to prepare your import it's recommended to enter spaces in the phone number. You can choose whether or not to enter the country code | 07900 900 900 |
| ADDRESS LINE 1 | Enter the 1st line of the customer's address | Apartment 7 | |
| ADDRESS LINE 2 | Enter the 2nd line of the customer's address | 1 High Street | |
| ADDRESS LINE 3 | Enter the 3rd line of the customer's address | ||
| CITY | Enter the customer's town/city | London | |
| STATE/COUNTY | Enter the customer's state/county | When entering a US state, ensure the state name is entered correctly | London |
| POSTCODE | Enter the customer's postcode/zipcode | W1A 1AA | |
| COUNTRY | Enter the customer's country | Ensure the country name matches | United Kingdom |
| ACCEPTS MARKETING | Enter whether the customer has requested to receive marketing communications from you or not | Enter Yes or No |
Yes |
| NOTES | Enter any internal notes for the customer, these will not be displayed for them | This customer always requires immediate dispatch | |
| REWARD POINTS BALANCE | When using the app, enter the customer's reward points balance | 100 | |
| SOURCE | When using the app, enter the customer's source exactly how you have defined it | ||
| PASSWORD | Enter the customer's initial password | Do not enter a sensitive or secure password here, customers should change their password to something unique and only known to them once the customer account has been created. This field is not available when exporting or updating customer records | |
| NO OF ORDERS | The number of the customer has created | This field is not editable and not available when creating customers | |
| LAST ORDER | The date of the customer's last complete order | This field is not editable and not available when creating customers | |
| TOTAL SPENT | The total value of [complete orders] assigned to the customer | This field is not editable and not available when creating customers | |
| REGISTERED? | Whether the customer has a registered customer account or the customer record is as a result of guest checkout | This field is not editable and not available when creating customers | |
| DATE CREATED | The date the customer record was created | This field is not editable and not available when creating customers | |
| CUSTOM FIELD - {{ name }} | Custom field columns will be available for each | ||
