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This article will give you a step-by-step process on how to import your customer information.
Import Customers
To import customer information you will first need a copy of the appropriate sample CSV file:
While logged into your Shift4Shop Online Store Manager, use the left hand navigation menu and:
- Go to Customers >Customer List
- Next, look towards the top right of the page and click on the "Export/Import" button
The Export/Import page will contain Export options on the left hand side and Import options on the right hand side.
- Go to the right hand side of the page and click on the +Icon next to Customers to expand the selection
- Then click on the "Sample File" link to download a blank CSV file that is formatted for importing customers to your store
This file will give you a template of what information to include in your spreadsheet so you may import your information to your online store.
- Open the file into a spreadsheet program such as Microsoft Excel or OpenOffice Calc
Here is a sample of what the spreadsheet file will look like:
You may now begin adding customer information to the proper columns. Below is a brief description of each field:
Note
Do not remove, add, or edit any columns to this file. If you do not have a need for a column please leave it blank. This is the exact format the file needs to be to import your customer information properly.
- Billing Information
These columns will contain the customer's billing information in a series of fields. These fields are:
- billing_firstname
This is the first name of the customer.
- billing_lastname
This is the last name of the customer.
- billing_address
This is the billing address of the customer.
- billing_address2
This is the second address of the customer (ex. Apt: 103 or Suite #103). This field is optional.
- billing_city
This is the billing city for the customer.
- billing_state
This is the billing state of the customer. Use the proper state 2 letter abbreviation (i.e. Florida should be FL).
- billing_zip
This is the billing zip of the customer.
- billing_country
This is the billing country of the customer. Use the proper country 2 letter abbreviation (i.e. United States should be US).
- billing_company
This is the billing company of the customer. This field is optional.
- billing_phone
This is the billing phone of the customer. This field is optional.
(Note: Please do not use parentheses in this field.)
- email
This is the email of the customer. This field is required
Note
If the email field is left blank, the system will not allow you to import the customer information.
Also please note that the system uses email as the key field, so entering 2 customers with the same email will not create 2 records, instead it will create 1 and update that record with the second customer data so make sure each and every record has its own unique email.
- Shipping Information
Although it's similar to the billing information columns, these fields may need to be the same or different from the customer's billing information (depending on their unique situations). This portion of the spreadsheet will contain the following fields:
- shipping_firstname
This is the first name of the customer.
- shipping_lastname
This is the last name of the customer.
- shipping_address
This is the shipping address of the customer.
- shipping_address2
This is the second shipping address of the customer (ex. Apt: 103 or Suite #103). This field is optional.
- shipping_city
This is the shipping city for the customer.
- shipping_state
This is the shipping state of the customer. Use the proper state 2 letter abbreviation (i.e. Florida should be FL).
- shipping_zip
This is the shipping zip of the customer.
- shipping_country
This is the shipping country of the customer. Use the proper country 2 letter abbreviation (i.e. United States should be US).
- shipping_company
This is the shipping company of the customer. This field is optional.
- shipping_phone
This is the shipping phone of the customer. This field is optional.
(Note: Please do not use parentheses in this field.)
- comments
This field enables you to put comments you have about the customer. This information is not visible to the customer, only to you in the Store Manager. This field is optional
- pass
This is the password field. It may be left blank if necessary and your customers can use the "Reset my Password" option on the login page to create a new one.
- discount
This is the customer group you would like the customer to be assigned to. You can create, edit and manage Customer Groups from the Shift4Shop Online Store Manager by going to Customers >Manage Groups. This field is optional
Tip
Make sure to use the exact customer group number you have in the Store Manager. You can find this by going to Customers > Manage Groups and clicking on the edit button for a customer group.
In your browser's address bar you will see customergroup_edit.asp?id=x (x being the number of the customer group).
Use this number in the discount column of the import.
- accountno
This is the Tax ID of the customers company. This field is optional.
- maillist
This denotes that the customer is part of the mailing list and will receive emails from any newsletters you send out. To enable this customer as part of the mailing list insert 1. (0 for disabled)
- custenabled
This denotes that the customer account is enabled. Enter 1 for all customers for this field. (0 for disabled)
Note
If the custenabled field is left blank, the system will not allow you to import the customer information.
- Once you have completed the spreadsheet, save the file.
Be sure to save it as a CSV file
- Login to your admin and go to Customers >Customer List
- Next, look towards the top right of the page and click on the "Export/Import" button
- Go to the right hand side of the page and click on the +Icon next to Customers to expand the selection
- Browse for the CSV file on your computer.
- Click Import Data
Important
Please be aware that the import function has a limit of 30 megabytes. If the CSV you are trying to import is larger than this, please split it up into separate, smaller files no larger than 30MB each.
Upon a successful import, your customer records will be added to the store.
Additional Information
The actual import/export process takes place "behind the scenes" of your store's software to prevent it from interfering with your store's active processes. By allowing the function to work in the background, you can go to other pages of the admin and still work on your store while importing or exporting large files.
During the process, you will be taken to the Import/Export Status page which will display a grid layout of your recent imports and exports. The progress column will show you the progress of the import.
At the far right of each grid item will be an action wheel that contains the following options:
- Download: Allows you to download the CSV file after a successful import/export
- Notify Me: For larger, more time consuming files; this option will let you input your email address so that you will receive a notice once the import/export is complete.
- View Log: Allows you to review the log of the import/export so you can see how many items were updated, inserted or if any records failed.
- Cancel: Allows you to cancel an impending import/export
- Retry: If for some reason the import/export fails, you may use this option to attempt a retry of the file.
- Delete: Use this to delete the record altogether from the status page.
This will be present in all of the store's Export/Import functions.
Note
Please make sure your store's secure URL is pointing to your Shift4Shop store.
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