Customers Options Explained

The Customer Import feature makes it easy to import CSVs to your store. However, there are some general formatting rules to which you must adhere:

• Each Customer belongs on its own row.
• The first row must include column headers, this is so the plugin knows where to map the fields.
• Values must be separated by a delimiter, which is expected to be a comma “,”.

For now we only support a csv as a type of import, when you click Import on the customers page on your admin panel you’ll be asked to choose the source for your import file:

The information that this files contains also need to follow a certain type of rules:

Column name	Description	Obligatoriness
Email	Your customer e-mail	mandatory
Phone	Your customer phone number	optional
Category	This can help to differentiate customers from each other	optional
Language	Your customer preferred language (e.g.: en, es, pt etc.)	optional
Password	Set a password for your imported users	optional
Accepts Marketing	If the customers accepts to receive promotional e-mails. Value needs to be “yes” or “no”.	optional
Billing country	Country of the customer’s billing address	mandatory only if you want to include a billing address
Billing region	Region of the customer’s billing address	mandatory only if you want to include a billing address
Billing municipality	Municipality of the customer’s billing address	optional
Billing name	Name of the customer	mandatory only if you want to include a billing address
Billing surname	Surname of the customer	mandatory only if you want to include a billing address
Billing address	Address of the customer’s billing address	mandatory only if you want to include a billing address
Billing city	City of the customer’s billing address	mandatory only if you want to include a billing address
Billing postal code	Postal Code of the customer’s billing address	mandatory only if you want to include a billing address
Billing Tax Id	Tax id of the customer’s billing address	optional
Shipping country	Country of the customer’s shipping address	mandatory only if you want to include a shipping address
Shipping region	Region of the customer’s shipping address	mandatory only if you want to include a shipping address
Shipping municipality	Municipality of the customer’s shipping address	optional
Shipping name	Name of the customer	mandatory only if you want to include a shipping address
Shipping surname	Surname of the customer	mandatory only if you want to include a shipping address
Shipping address	Address of the customer’s shipping address	mandatory only if you want to include a shipping address
Shipping city	City of the customer’s shipping address	mandatory only if you want to include a shipping address
Shipping postal code	Postal Code of the customer’s shipping address	mandatory only if you want to include a shipping address
Shipping Tax Id	Tax id of the customer’s shipping address	optional

We made available on the import customers modal a template file to ease the creation of your Customer’s CSV.

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