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

InsertsAlternate ID
UniqueMust be Unique for given ID type
Data TypeString
Valid Charactersascii
DefaultsAuto Number
RequiredNo
NotesDisplays as Alternate ID: <ID Name> all user defined customer alternate id’s can be imported.




First Name

InsertsCustomer First Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Last Name

InsertsCustomer Last Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo*
Notes* Either a last name or company must be provided to create a customer record.


 


Middle Name

InsertsCustomer Middle Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




Prefix (Title)

InsertsCustomer Prefix (Title)
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Suffix

InsertsCustomer  Suffix
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Company Name

InsertsCustomer Company  Name
Data TypeString
Valid Charactersascii
DefaultsText Edit Box
RequiredNo*
Notes* Either a last name or company must be provided to create a customer record.




email

InsertsCustomer email
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




phone

InsertsCustomer phone
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




mobile

InsertsCustomer mobile phone
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


note

InsertsCustomer note
Data TypeText (length 255)
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




Billing Address Location Name

InsertsCustomer Billing Address Location Name
Data TypeString
Valid Charactersascii
DefaultsText Edit Box
RequiredNo


 


Billing First Name

InsertsCustomer Billing Address First Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Billing Last Name

InsertsCustomer Billing Address Last Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo*
Notes* Either a last name or company must be provided to create a customer record.




Billing Middle Name

InsertsCustomer Billing Address Middle Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




Billing Prefix (Title)

InsertsCustomer Billing Address Prefix (Title)
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Billing Suffix

InsertsCustomer  Billing Address  Suffix
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Billing Company Name

InsertsCustomer Billing Address  Company  Name
Data TypeString
Valid Charactersascii
DefaultsText Edit Box
RequiredNo*
Notes* Either a last name or company must be provided to create a customer record.




Billing Phone

InsertsCustomer Billing Address phone
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




Billing Address

InsertsCustomer Billing Address
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo


 


Billing Address2

InsertsCustomer Billing Address2
Data TypeString
Valid CharactersAscii
DefaultsNone
RequiredNo


 


Billing City

InsertsCustomer Billing City
Data TypeString
Valid CharactersAscii
DefaultsText Edit Box
RequiredNo




Billing State/Province

InsertsCustomer Billing State
Data TypeString
Valid CharactersAscii
DefaultsText Edit Box
RequiredNo


 


Billing Zip/Postal Code

InsertsCustomer Billing Zip/Postal
Data TypeString
Valid CharactersAscii
DefaultsText Edit Box
RequiredNo



Billing Country

InsertsCustomer Billing State
Data TypeString
Valid CharactersAscii
DefaultsCountry Combo Box
RequiredNo


 


Shipping Address Location Name

InsertsCustomer Shipping Address Location Name
Data TypeString
Valid Charactersascii
DefaultsText Edit Box
RequiredNo


 


Shipping First Name

InsertsCustomer Shipping Address First Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Shipping Last Name

InsertsCustomer Shipping Address Last Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo*
Notes* Either a last name or company must be provided to create a customer record.




Shipping Middle Name

InsertsCustomer Shipping Address Middle Name
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 




Shipping Prefix (Title)

InsertsCustomer Shipping Address Prefix (Title)
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Shipping Suffix

InsertsCustomer  Shipping Address  Suffix
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Shipping Company Name

InsertsCustomer Shipping Address  Company  Name
Data TypeString
Valid Charactersascii
DefaultsText Edit Box
RequiredNo*
Notes* Either a last name or company must be provided to create a customer record.


 


Shipping Phone

InsertsCustomer Shipping Address phone
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo
Notes 


 


Shipping Address

InsertsCustomer Shipping Address
Data TypeString
Valid Charactersascii
DefaultsNone
RequiredNo



Shipping Address2

InsertsCustomer Shipping Address2
Data TypeString
Valid CharactersAscii
DefaultsNone
RequiredNo



Shipping City

InsertsCustomer Shipping City
Data TypeString
Valid CharactersAscii
DefaultsText Edit Box
RequiredNo



Shipping State/Province

InsertsCustomer Shipping State
Data TypeString
Valid CharactersAscii
DefaultsText Edit Box
RequiredNo

 


Shipping Zip/Postal Code

InsertsCustomer Shipping Zip/Postal
Data TypeString
Valid CharactersAscii
DefaultsText Edit Box
RequiredNo



Shipping Country

InsertsCustomer Shipping State
Data TypeString
Valid CharactersAscii
DefaultsCountry Combo Box
RequiredNo



Gender

InsertsGender Value
Data TypeEnum {M,F,None}
Valid Characters{M,F,None}
Defaults{M,F,None}
RequiredNo
Notes 



Birthday

InsertsBirthday Value
Data TypeDate
Valid CharactersDate format is expected in admin settings date format
Defaults 
RequiredNo
Notes 

 


Mailing List Newsletter

InsertsMailing List Flag
Data TypeTrue/False
Valid Characters0/1,T/F,Y/N,TRUE/FALSE,YES/NO
DefaultsTrue/False
RequiredNo
Notes 

 


Mailing List Promotions

InsertsMailing List Flag
Data TypeTrue/False
Valid Characters0/1,T/F,Y/N,TRUE/FALSE,YES/NO
DefaultsTrue/False
RequiredNo
Notes