Overview


  • Customer import can be used to import new customers or to update existing customer records

  • Tab or comma can be used to delimit your import file

  • File name must end in txt or csv.

  • New customers will get assigned a MicroBiz ID but you can import as many additional ID's as you like. All customer Alternate ID's are available as import fields. And you can create as many alternate ID's as you like in Customers >> Manage Alternate IDs.

  • Large files can take time to import and the import task is pushed to the background task servers so you don't have to wait around. You can check the status under System > Alerts >> Imports. You can also see the new customers in Manage Customer Grid as newest record is first by default.


Basic Instructions - Import New Customers


  • From Manage Customers >> More Options >> Import Customer

  • If you have a saved mapping you can select it in saved mappings at this time.


  • Select import Type of New or Update - new creates customer records, update only updates existing customer records

  • Set the MicroBiz Customer Type - this is used for Customer Group pricing

  • Set the Customer Tax Class

  • Select the stores - this controls which stores these customers will be visible in (new customers only)

  • Select your file.

  • Map your file fields ..Last Name is the only required field. The name on the left is the MicroBiz field name, the name on the right is the file field name (if you have a header row in your import file - other wise is just the contents of the first row of the file)

  • Use the Add Field button to add first name, address, email and any other fields your file contains that you want to import or update.






  • Once all your fields are mapped you can import your file.


Things to Note

  • You can map the same field more than once. You if your file only contains 1 address field you can map it to both shipping address and billing address.

  • Most fields have default values - if your file has a blank value in a field, the default value can be used when importing or updating a customer.

  • You can delete a field if you decide you selected the wrong one.

  • Under the Import Button the little arrow will let you 'Test' your file.

  • Under More Options (top of page) you can 'Save Mapping'







 

Customer Import -  Fields




Alternate ID

Inserts Alternate ID
Unique Must be Unique for given ID type
Data Type String
Valid Characters ascii
Defaults Auto Number
Required No
Notes Displays as Alternate ID: <ID Name> all user defined customer alternate id’s can be imported.



First Name

Inserts Customer First Name
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Last Name

Inserts Customer Last Name
Data Type String
Valid Characters ascii
Defaults None
Required No*
Notes * Either a last name or company must be provided to create a customer record.

 

Middle Name

Inserts Customer Middle Name
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  



Prefix (Title)

Inserts Customer Prefix (Title)
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Suffix

Inserts Customer  Suffix
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Company Name

Inserts Customer Company  Name
Data Type String
Valid Characters ascii
Defaults Text Edit Box
Required No*
Notes * Either a last name or company must be provided to create a customer record.



email

Inserts Customer email
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  



phone

Inserts Customer phone
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  



mobile

Inserts Customer mobile phone
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

note

Inserts Customer note
Data Type Text (length 255)
Valid Characters ascii
Defaults None
Required No
Notes  



Billing Address Location Name

Inserts Customer Billing Address Location Name
Data Type String
Valid Characters ascii
Defaults Text Edit Box
Required No

 

Billing First Name

Inserts Customer Billing Address First Name
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Billing Last Name

Inserts Customer Billing Address Last Name
Data Type String
Valid Characters ascii
Defaults None
Required No*
Notes * Either a last name or company must be provided to create a customer record.



Billing Middle Name

Inserts Customer Billing Address Middle Name
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  



Billing Prefix (Title)

Inserts Customer Billing Address Prefix (Title)
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Billing Suffix

Inserts Customer  Billing Address  Suffix
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Billing Company Name

Inserts Customer Billing Address  Company  Name
Data Type String
Valid Characters ascii
Defaults Text Edit Box
Required No*
Notes * Either a last name or company must be provided to create a customer record.



Billing Phone

Inserts Customer Billing Address phone
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  



Billing Address

Inserts Customer Billing Address
Data Type String
Valid Characters ascii
Defaults None
Required No

 

Billing Address2

Inserts Customer Billing Address2
Data Type String
Valid Characters Ascii
Defaults None
Required No

 

Billing City

Inserts Customer Billing City
Data Type String
Valid Characters Ascii
Defaults Text Edit Box
Required No



Billing State/Province

Inserts Customer Billing State
Data Type String
Valid Characters Ascii
Defaults Text Edit Box
Required No

 

Billing Zip/Postal Code

Inserts Customer Billing Zip/Postal
Data Type String
Valid Characters Ascii
Defaults Text Edit Box
Required No


Billing Country

Inserts Customer Billing State
Data Type String
Valid Characters Ascii
Defaults Country Combo Box
Required No

 

Shipping Address Location Name

Inserts Customer Shipping Address Location Name
Data Type String
Valid Characters ascii
Defaults Text Edit Box
Required No

 

Shipping First Name

Inserts Customer Shipping Address First Name
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Shipping Last Name

Inserts Customer Shipping Address Last Name
Data Type String
Valid Characters ascii
Defaults None
Required No*
Notes * Either a last name or company must be provided to create a customer record.



Shipping Middle Name

Inserts Customer Shipping Address Middle Name
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  



Shipping Prefix (Title)

Inserts Customer Shipping Address Prefix (Title)
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Shipping Suffix

Inserts Customer  Shipping Address  Suffix
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Shipping Company Name

Inserts Customer Shipping Address  Company  Name
Data Type String
Valid Characters ascii
Defaults Text Edit Box
Required No*
Notes * Either a last name or company must be provided to create a customer record.

 

Shipping Phone

Inserts Customer Shipping Address phone
Data Type String
Valid Characters ascii
Defaults None
Required No
Notes  

 

Shipping Address

Inserts Customer Shipping Address
Data Type String
Valid Characters ascii
Defaults None
Required No


Shipping Address2

Inserts Customer Shipping Address2
Data Type String
Valid Characters Ascii
Defaults None
Required No


Shipping City

Inserts Customer Shipping City
Data Type String
Valid Characters Ascii
Defaults Text Edit Box
Required No


Shipping State/Province

Inserts Customer Shipping State
Data Type String
Valid Characters Ascii
Defaults Text Edit Box
Required No
 

Shipping Zip/Postal Code

Inserts Customer Shipping Zip/Postal
Data Type String
Valid Characters Ascii
Defaults Text Edit Box
Required No


Shipping Country

Inserts Customer Shipping State
Data Type String
Valid Characters Ascii
Defaults Country Combo Box
Required No


Gender

Inserts Gender Value
Data Type Enum {M,F,None}
Valid Characters {M,F,None}
Defaults {M,F,None}
Required No
Notes  


Birthday

Inserts Birthday Value
Data Type Date
Valid Characters Date format is expected in admin settings date format
Defaults  
Required No
Notes  
 

Mailing List Newsletter

Inserts Mailing List Flag
Data Type True/False
Valid Characters 0/1,T/F,Y/N,TRUE/FALSE,YES/NO
Defaults True/False
Required No
Notes  
 

Mailing List Promotions

Inserts Mailing List Flag
Data Type True/False
Valid Characters 0/1,T/F,Y/N,TRUE/FALSE,YES/NO
Defaults True/False
Required No
Notes