Importing customer data
- Benoît Wambergue
Before trying to bulk import customer data we strongly recommend you gain familiarity with the product and create a few ones manually.
Once you have grown your understanding of each information of the customer form, and created a few records manually, you can consider bulk importing the remainder.
The system is very flexible and will allow you to configure additional info for import. We have limited the out of the box import to the minimum number of fields. Hereafter a few options.
CSV file everything in one line
This is possibly the easiest version if you only have one address and/or contact per customer.
"<customer>","Customer code","Company name","Company short name","<address>","Recipient","Line 1","Line 2","Line 3","Town","Postal code","Country code","Order confirmation address [yes,no]","Invoicing address [yes,no]","Delivery address [yes,no]"
"<customer>","Customer code","Company name","Company short name","<contact>","Title","First name","Last name","Email address","Telephone number","Main contact [yes,no]"CSV file with separate lines
This is possibly the easiest version when you have multiple addresses and/or contacts per customer.
Each line starts with the type of data you are importing. There is a parent-child dependency between customers and their addresses and contacts. Therefore, a new entry for a new customer starts with a line for the customer, followed by the children lines.
"customer","Customer code","Company name","Company short name"
"address","Recipient","Line 1","Line 2","Line 3","Town","Postal code","Country code","Order confirmation address [yes,no]","Invoicing address [yes,no]","Delivery address [yes,no]"
"contact","Title","First name","Last name","Email address","Telephone number","Main contact [yes,no]"Template csv file
Beware of format modifications when you open a csv with Excel.
