Bulk Management: Customer Imports

Add, modify, and delete customers in bulk using easy to manage spreadsheets. Follow the directions below to ensure a successful, error-free import.

Table of Contents

Access Bulk Management Menu

Navigate to Customer Bulk Management in BackOffice to get started.

  1. From BackOffice, choose 'Marketing' from the menu.
  2. Click 'Bulk Manage Customers'.

Add, Modify, and Delete Customers

Learn how to add, modify and delete customers with Bulk Management.

Add New Customers

  1. Click below to download the Add New Customer Template.

    Download Template

  2. Open the spreadsheet template and fill it out.

    Only the information using the headers available in the template will be imported.

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    First/ Last Name or Email Address are the only required fields.

    First Name | Customer’s first name. Required if email is not entered.
    Last Name | Customer’s last name. Required if email is not entered.
    Email | Customer’s email address; used for emailed receipts. Required if a name isn’t entered.
    Phone | Customer’s phone number; format ###-###-####.
    Address Line 1 | Customer’s street address.
    Address Line 2 | Additional information for customer’s address.
    City | Customer’s city.
    State | Customer’s state.
    Zip Code | Customer’s zip code.
    Tax Exempt | TRUE or FALSE. Determines if this customer’s purchases are tax exempt at the register.
    Sales Tax Number | Required if customer is Tax Exempt (TRUE).
    Notes | Any additional customer information you’d like to track.

  3. Save the spreadsheet as a .CSV file.
  4. Click 'New Job' from the Bulk Manage Customers page.
  5. Select 'Add New Customers', click 'Next'.
  6. Select 'Choose File' to select your saved spreadsheet. click 'Next'.
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  7. Verify that the CSV Headers match the correct Customer Fields. Then, click 'Next'.

    The system reads the top row of your spreadsheet and checks your additions/changes.

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  8. Choose 'Confirm & Proceed' to upload the file.
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  9. Refresh the page to see the result of the import.

    If anything went wrong, download the error log. Correct any mistakes and reimport.

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Modify Existing Customers

  1. From the menu, click 'Marketing' and select 'Export Customers'.
  2. Click 'Download' to export the spreadsheet.
  3. Open the spreadsheet and edit using spreadsheet software.

    The only field that must not be changed is Customer Record ID.

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  4. Save the spreadsheet as a .CSV file.
  5. Return to the Bulk Manage Customers menu and create a new job.
  6. Select 'Modify Customers' and click 'Next'.
  7. Select 'Choose File', to select the saved spreadsheet and click 'Next'.
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  8. Verify that the CSV Headers match the correct Customer Fields. Click 'Next'.
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  9. Click 'Confirm & Proceed' to upload the file.
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  10. Refresh the page to see the result of the import.

    If anything went wrong, you’ll be able to download an error log. Correct any mistakes and try again.

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Delete Existing Customers

  1. From the menu, click 'Marketing' and select 'Export Customers'.
  2. Click 'Download' to download the export.
  3. Open the exported spreadsheet and remove the rows for customers you want to keep.

    When finished, you should be left with a file containing just the customers you want to delete.

  4. Save the spreadsheet as a .CSV file.
  5. Return to the Bulk Manage Customers menu and click 'New Job'.
  6. Select 'Delete Customers' and click 'Next'.
  7. Select 'Choose File', and choose your saved spreadsheet. Click 'Next'.
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  8. Verify customers recognized for deletion. Click Next.
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  9. Choose 'Confirm & Proceed' to process the file and delete all customers contained therein.
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  10. Refresh the page to see the result of the import.

    If anything went wrong, download the error log. Correct any mistakes and try the import again.

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