Customer Imports

Customers can easily be transferred from an existing system by importing them as a CSV file.

When performing a file import, there are two options users can choose from:

1. Download the Import file template and insert your existing data into the template’s fields.
2. Import your own Excel file and map the relevant fields during the import process.

On this page, we’ll run you through the steps needed to import your Customers list – using either option - as well as troubleshoot any errors that may arise during the process.

Note: We recommend you download our template instead of importing your own file as there may be formatting issues or errors on things like column headings. Also, if you use importing to update the customer information, please make sure you have assigned customer numbers to the customers and have the same customer number in the file to import. Otherwise, it will create duplicate customers.

Getting Started

Navigate to the side menu, Utilities --> Import --> Customer Import

You'll need access to a spreadsheet program that supports CSV files such as Excel or Google Sheets. Any other file type will not import.

Choosing an Import Template

You can download the sample template by clicking on the Download Sample link.

You can also create your custom import templates, and select only the product fields you want to include.

Select the required titles and download the CSV file. 

These are just a few examples of the requirements you'll need to be aware of before importing. If you have any issues, see Troubleshooting | Data Import for help with several common scenarios that can occur.

Now, when you are ready with the import file, process it with the steps below.

Importing Products

1. Go to Utilities →Import→ Click on Customer Import
2. Upload Your File: Attach the Item file by simply Drag & Drop or upload your CSV file directly from your computer by browsing for it.
3. Click Continue when done.
4. Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading ColumnName. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.
5. You can map and make sure all of the column fields data you're importing has been matched to its equivalent setting on Console. If you have downloaded the template directly from Console, the fields should automatically map with their corresponding value, but it’s always good to double-check and edit any that are incorrect by using the drop-down box.
6. Enter the email address to which you will receive the status of your import.
7. Click Continue.
8. Import will be Initiated → Click Finish.
9. You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.
10. Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to  Download the Failed Records by clicking on the Download button. You can correct the remaining failed record and precede to reimport them.
11. Once done you can see the Status as COMPLETED

Customer Import Column Headings & Descriptions

This section describes what each of the column headers on the default template means. There is only one mandatory field – Customer Number

Customer Number	If you have a Customer ID/number associated with each customer you add to the system, enter that here.
First Name	Enter the First Name of your Customer.
Last Name	Enter the Last Name of your Customer.
Email	The email address of your customer.
Address	The following fields are related to the Address of your Customer.
City	The city of your Customer.
State	The State/Region of your Customer.
Country	The Country of your Customer.
Zip Code	The Post Code/Zip Code of your Customer.
Phone	The phone number of your Customer.
Mobile	The mobile number of your Customer.
LinkedCustomerNumber1	Customer Number of the linked customer.
LinkedCustomerNumber2	Customer Number of the linked customer.
Driver License	The driver's license number of your customer.
GoGreen	Mark this field 1 or Y if the customer does not want to print receipts. Sales receipts will be automatically sent to the email. Mark as 0 or N if otherwise.
Credit Limit	If your customer has a Credit Limit with your store, you will enter that here.
Transaction Limit	If your customer has a Transaction Limit with your store, you will enter that here.
Comments	Here you can enter any related comments/notes about your Customers. This will be seen in the Comments section in the Customer Details screen in Console.
Date of Birth	The date of birth of your customer.
LoyaltyEnabled	Mark this field as 1 or Y if the customer is enabled for Loyalty Program. Mark as 0 or N if not.
Vip	Mark this field as 1 or Y if the customer needs a VIP flag. Mark as 0 or N if not.
Points	The total number of loyalty points a Customer has accumulated.
Assigned Groups	If your customer belongs to a customer group(static only), you can enter that name here and they will automatically be added to that group. Find out more about Customer Groups. Multiple groups can be added using a | separator.  Alert: If you are updating your customer file and leave the customer group out, the system will assume you intend to remove those customers from any groups they are currently enrolled in.
Accept Communication Emails	Mark this field as 1 or Y if the customer needs to accept communication emails. Mark as 0 or N if not.
Accept Communication SMS	Mark this field as 1 or Y if the customer needs to accept communication SMS. Mark as 0 or N if not.
Enrolled Store	The Store Name to which the customer needs to be enrolled
TAGs	The customer Tags which customer need to be added. Multiple tags can be added using a | separator.
Status	This field allows users to specify the status of the customer. The supported values for the Status field are Active and Inactive.

 

Note: The console's email validation is being enhanced. This update allows the creation of customers with ".edu" or ".gov" domain endings and those with multiple consecutive dots in the email address. The system now generates accurate error messages for invalid email entries, guiding users to input valid addresses.

Alert: When updating customer information through imports, maintaining consistency in the data format is crucial. Leaving fields blank that shouldn't be updated can inadvertently erase existing data. Double-checking the data before uploading can prevent unintentional data loss.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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