Importing/exporting trade customers in bulk
You can use ShopWired's trade customer import/export system to create and edit trade customers in bulk via a spreadsheet that you upload into your ShopWired account.
The trade customer import/export system allows you to:
- Create new trade customers
- Update existing trade customers
- By taking an export of existing trade customers, making changes, and uploading the file
- Assign custom field data to trade customers
You can also use the trade customer export system to of all the trade customers in your account.
In a trade customer import/export spreadsheet, each trade customer is contained within its own row and each column contains specific information and data about the trade customer. The column headings are fixed and must correspond exactly with the headings set by ShopWired.
Exporting trade customers
Exporting trade customers
To export your trade customer information into a CSV file:
- Navigate to B2B
- Select
export customers - Use the Type option to select which type of trade customers you want to export:
- Select
allto export all trade 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 trade customers
Creating new trade customers
To create new trade customers through the trade customer import system:
- Navigate to B2B
- Select
import customers - Select
download import template- A CSV file containing ShopWired's required trade customer import format will be downloaded to your device
- Open the template in spreadsheet editing software such as Excel or Google Sheets
- Add trade customer information to the spreadsheet file and, once complete, save it as a CSV file
- Follow the trade customer import column definitions guidance below
- On the B2B page, select
importand select the created import file from your device - Select
upload and process file - Wait whilst your trade customer import is processed
Updating trade customers
Updating trade customers
To update your existing trade customer information through the trade customer import/export system:
- Navigate to B2B
- Select
export - Use the Type option to select which type of trade customers you want to export:
- Select
allto export all trade customers - Select
that accept marketingto only export customers that have requested to receive marketing communications - 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 trade customer information, leaving the
IDcolumn unchanged- Follow the trade customer import column definitions guidance below
- Save the spreadsheet as a CSV file
- On the B2B > Customers page, select
importand select the import file from your device - Select
upload and process file - Wait whilst your trade customer import is processed
Trade customer import column definitions
Trade customer import column definitions
| Field Name | Description | Guidance/Instructions | Example Values |
|---|---|---|---|
| ID | This is the unique identifier for each trade customer | If you're creating a new trade customer, leave this field empty. If you're updating a trade customer, do not change the number in this field as ShopWired uses it as an identifier | 123 |
| FIRST NAME | Enter the trade customer's first name | John | |
| LAST NAME | Enter the trade customer's last name | Smith | |
| DATE OF BIRTH | Enter the trade 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 trade customer's company name | Required | John Smith Limited |
| EMAIL ADDRESS | Enter the trade customer's email address | The trade customer will use this to log in to their account | john.smith@johnsmithltd.com |
| PHONE | Enter the trade 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 |
| MOBILE | Enter the trade customer's mobile phone number | 07900 800 800 | |
| ADDRESS LINE 1 | Enter the 1st line of the trade customer's address | Apartment 7 | |
| ADDRESS LINE 2 | Enter the 2nd line of the trade customer's address | 1 High Street | |
| ADDRESS LINE 3 | Enter the 3rd line of the trade customer's address | ||
| CITY | Enter the trade customer's town/city | London | |
| STATE/COUNTY | Enter the trade customer's state/county | When entering a US state, ensure the state name is entered correctly | London |
| POSTCODE | Enter the trade customer's postcode/zipcode | W1A 1AA | |
| COUNTRY | Enter the trade customer's country | Ensure the country name matches | United Kingdom |
| PASSWORD | Enter the trade 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 | |
| REWARD POINTS BALANCE | When using the app, enter the trade customer's reward points balance | 100 | |
| WEBSITE | Enter the trade customer's website | www.johnsmithltd.com | |
| VAT NUMBER | Enter the trade customer's VAT number | GB123456789 | |
| GLOBAL DISCOUNT | Enter the for the trade customer | 10 | |
| COST PRICE MULTIPLIER | Enter the for the trade customer | 1.2 | |
| CREDIT ACCOUNT | Specify if the trade customer has a credit account | Enter Yes to grant the trade customer a or No |
Yes |
| TRADE PRICING BAND | Enter the | Gold | |
| SOURCE | When using the app, enter the trade customer's source exactly how you have defined it | ||
| ACTIVE | Specify whether the trade customer's account is active | Enter Yes or No |
Yes |
| ACCEPTS MARKETING | Enter whether the trade customer has requested to receive marketing communications from you or not | Enter Yes or No |
Yes |
| NO OF ORDERS | The number of complete orders the trade customer has created | This field is not editable and not available when creating customers | |
| LAST ORDER | The date of the trade 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 trade customer | This field is not editable and not available when creating customers | |
| ADDITIONAL DATA 1..5 | Enter data for the additional data 1..5 fields |
Use of this feature is deprecated and we strongly recommend using instead This column does not appear on the trade customer import template |
PO required for orders |
| NOTES | Enter any internal notes for the trade customer | These notes are not displayed to customers | This customer always requires immediate dispatch |
| CUSTOM FIELD - {{ name }} | Custom field columns will be available for each |
