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Importing Customers

 

You may have a customer list outside of SHOPLINE admin and want to add them to your store. Instead of adding them one by one manually, you can save time by importing them in bulk using an xlsx, xls, or CSV file. If you run a Shopify store and want to bring your Shopify customers to SHOPLINE, you can prepare your Shopify customer list according to our specifications and in supported file formats. Afterwards, you can import the file to SHOPLINE and manage and edit your customers on the Customers page.

You also have the option to update multiple customers’ information at once by importing a file. Please refer to Managing Customers to learn more about exporting your customer list.

SHOPLINE provides a third way to import multiple customers. You can use the  Multi-platform Store Migration tool to migrate your Shopify store to SHOPLINE, including your products, customer data, Blogs, custom pages, and other information. Please refer to Multi-platform Store Migration for more details.

 

In This Article

 


 

Downloading the Template

To get started, you may first download the customer template (an xlsx file). The template is designed to contain all the necessary customer details that can be imported to your SHOPLINE admin. You can skip this step if you already have the import file ready. 

  1. From your SHOPLINE admin panel, go to Customers.
  2. In the upper-right corner, click the Import menu and select either Import locally or Import via Shopify based on your needs. If you don't have any customers in your store yet, you will see Bulk import from Excel and Import Shopify customers, respectively.
    1-1-2.1 Customers page Import menu.png

    1-1-2.2 Customers page Import.png

  3. In the pop-up window, download the template. The template is named “Customer Import Template.xlsx”.
    1-1-3 Import popup template.png

 


 

Uploading the Template

Next, you can begin filling in the template with the customer data. If you are importing your Shopify customers into SHOPLINE, you can first export customers from your Shopify admin. Please take the example customers in the template as a guide and reference when filling in the fields. For more details about the fields, please refer to  Understanding the Fields below.

To upload the template containing your customer data:

  1. From your SHOPLINE admin panel, go to Customers.
  2. In the upper-right corner, click the Import menu and select either Import locally or Import via Shopify based on your needs. If you don't have any customers in your store yet, you will see Bulk import from Excel and Import Shopify customers, respectively.
  3. Upload your file by either clicking into the upload box to select a file or dragging and dropping a file here. 

    Note: File size must not exceed 10MB.

     

    1-2-3 Import popup Overwrite.png

  4. (Optional) You can check the Cover current customers with same email address or mobile phone No. option. When enabled, if the email or phone number of the customer from the imported file is the same as that of an existing customer, the existing customer will be overwritten with the imported information, except for order and payment information. Otherwise, the customer from the imported file will be skipped and the information in SHOPLINE admin will not be updated.
  5. Once done, click Import.

To check the progress of bulk importing, 

  1. Access the Bulk processing progress page via either of the following two paths:
  • Click Bulk processing progress in the prompt that pops up in the upper-right corner of the page after you click Import.
    1-3-1.1 Bulk Progress popup.png
  • Click on your account profile in the upper right corner of your admin and click Bulk processing progress.
    1-3-1.2 Bulk Progress via Account.png
  1. In the queue, find your import record and see the status and result. If your import failed, you can click the Failure history button to download a report that provides specific reasons for the failure. Clicking the All records button will start the download of an xlsx file identical to the one you just imported. To narrow down your search, use the Execution failed or Partially failed tab to quickly locate your import.
    1-3-2 Bulk processing progress page.png

 


 

Understanding the Fields

The table below lists the fields included in the customer template file, along with their descriptions. Please take the example customers in the template as a guide and reference when filling in the fields.

Please note the following:

  • Remove the two example customers before uploading the template.
  • Please provide at least one of the contact information: email or mobile phone number.
  • The rest of the fields are optional.
  • If you want the imported customer address to be used as a valid shipping address, please complete the following fields.
    • Company(optional)
    • Address1
    • Address2(optional)
    • City
    • Province
    • Province Code
    • Country
    • Country Code
Field Name Description
First Name The customer’s given name.
Last Name The customer’s surname.
Email The customer’s email address must be unique and different from any other customers’ email addresses. A valid domain name is required (e.g. example@shopline.com).
Accepts Email Marketing

Indicates whether the customer agrees to receive marketing emails via email.

The valid values are yes and no. Enter yes if the customer accepts the marketing email, otherwise enter no.

Company Name of the customer's company, if applicable.
Address1 First address line, e.g. xxxx St.
Address2 Second address line (if needed).
City Name of the city, e.g. Ottawa or Berlin.
Province The province, state, or territory of the customer.

Province Code

 

State/Province/Territory ISO codes.

Please refer to the ISO codes on this website

Country

 

The name of the country/region of the customer.
Country Code

Country/Region ISO code.

Please refer to the ISO codes on this website

Zip The postal code of the customer's address.

Phone

 

Phone number of the customer. SHOPLINE supports different formats.
For example: 
  • 6135551212
  • +16135551212
  • +1 613-555-1212
Accepts SMS Marketing

Indicates whether the customer agrees to subscribe to SMS marketing.

The valid values are yes and no. Enter yes if the customer accepts the marketing SMS, otherwise enter no.

Total Spent The total amount spent by the customer. Please enter the value without a currency sign.
Total Orders The total number of orders made by the customer.
Tag Tags are used to categorize and organize the customer.
  • Please separate multiple tags with English commas.
  • This field is case-insensitive. For example,  “ABC” and “abc” are considered identical.
  • Up to 100 characters for each tag; up to 100 tags for each customer; up to 1000 characters in total length for all the tags assigned to the customer.
Note Notes for the customer. They will appear in the Remarks section of the customer’s details page and are not visible to the customer. 
  • Up to 600 characters.
Tax Exempt Indicates whether the customer is tax-exempt. The valid values are yes and no.

 

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