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