In the Export/Import section of your customer menu, you can generate CSV format files of your customer information. Similar to the Product and Order CSV exports, these files can be edited and imported back to your store as needed.
First, log into your 3dcart Online Store Manager and, using the left hand navigaiton menu:
- Go to Customers ->Customer List
- Look towards the top right of the page and click on "Export/Import"
This page will allow you to view your customer export options. Along the left hand side of the page you will see your Export options. These are:
- Newsletter Emails Export
Allows you to export, review and edit a CSV file of all the email address that have subscribed to your newsletter.
- Customers Export
Allows you to export a complete listing of all your customer login records (both active and inactive) into a CSV file. You can also export the list by customer group and/or alphabetically by their First Name.
- Blacklist Emails Export
Allows you to export a list of customers who have opted out of receiving your newsletter emails by unsubscribing on your site.
- Reward Points
Allows you to export a list of customers who have accrued reward points and what their respective points are.
When you click on the export data button, the store will schedule the export request and process it for you in the background. This is done so that the exporting and creation of the file does not take away from your store's resources and potentially slow the site down - especially when the CSV file is set to contain a large amount of data.
During the export process, you can mark the "Notify me when done" checkbox to have the store email you when the file is ready. Just enter your email into the provided field and continue with the rest of your work while the store processes the export for you.
Finally, when you click on the "View Status" button located at the top right of the export data page, you can review the status of your current and previous exports as needed. By clicking the action wheel listed with each listed export, you'll be able to perform the following actions.
Download the CSV file after it has completed
Cancel the CSV file export if it is still in the processing stage
Re-attempt the export if it has failed (or was canceled) for any reason
Delete the export log if it no longer needed
If/When you elect to have the store email you a notification upon completion of the file, the email itself will contain a direct dowload link to the file.
Along the right hand side of the page, you will see the customer Import options. These are:
- Newsletter Email Import
Allows you to import email addresses to your store for newsletters.
- Blacklist Emails Import
Allows you to import emails for customers who have asked to be unsubscribed from your mailing lists
- Customer Import
Allows you to import updated and new customer records to your store.
- Reward Points
Allows you to import reward points for your customer records as needed.
After exporting your CSV files, you can make edits to them and upload them using their respective import functions. This however, only applies to editing existing records. To add new customers to the respective lists, it is best to use each function's resepctive "Sample File," which is located on each heading.
This is usually most necessary when adding new customer records to your store using the Customer Import function.