Bulk Management: Customer Imports

Use Bulk Customer Management to add, modify, or delete entire groups of customers at once using spreadsheets in BackOffice.

Watch our Bulk Import Customers video below:

Bulk Import Customers

Table of Contents

Start a New Job

Whether you are adding, modifying or deleting customers, begin by starting a new Bulk Customer Management job.

  1. In BackOffice, click ‘Marketing’ and select ‘Bulk Manage Customers’.
  2. Click ‘New Job’.
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  3. Choose ‘Add’, ‘Modify’, or ‘Delete Customers’ and click ‘Next’.
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  4. Visit one of the below sections for help completing your Bulk Management job.

If you have any questions about customers, visit our BackOffice FAQ.

Add New Customers

If you have a long list of customers to add to BackOffice, maybe from a previous system, use Bulk Customer Management to import them.

There are two parts to adding new customers: prepare the import template and upload it to BackOffice.

Download & Prepare the Template

  1. After starting a new job, click ‘Download a blank customer template’.

    You can also click here to download the customer import template.

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  2. Open the template in any spreadsheet software.
  3. Enter your customers' information into the template.

    Each customer must have at least a first name, last name, or an email.

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    For an explanation of what goes in each column, visit the Template Fields section.
  4. Save the spreadsheet as a .CSV file and return to BackOffice to upload it.

Upload the Spreadsheet

  1. In BackOffice, click ‘Choose File’, select the saved template, and click ‘Next’.
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  2. Check that all ‘Customer Fields’ are mapped to the correct ‘CSV Headers’.

    Set any columns you did not use to ‘unassigned’.

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  3. Click ‘Next’, then ‘Confirm & Proceed’.
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  4. Wait a few moments for the import to finish.

    The exact time it will take depends on the number of customers you have.

  5. Refresh the page to check the status of the import.

    If you get any errors, visit our Customer Management Troubleshooting guide for help.

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Make sure to Get Updates on the register to sync your new customers to the iPad.

Track how your Customer List grows over time with the Marketing Dashboard. Visit this support article for more information.

Modify Customers

From updating phone numbers to adding email addresses, Modify Customers can help you easily make bulk changes to your existing customer list.

There are a few parts to modifying customers: export your customers, make changes, & import the changes.

Export Customers

  1. After starting a new job, click ‘Export your existing customers to a CSV’.
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  2. Open the customer export in any spreadsheet software.
  3. Update customer information on the spreadsheet as needed.

    If you need to change someone’s tax exempt status, add a ‘Tax Exempt’ column.

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    Do not change ‘Customer Record ID’, this number is required for the import.
  4. Save the spreadsheet as a .CSV file and return to BackOffice to upload it.

Upload the Spreadsheet

  1. In BackOffice, click ‘Choose File’, select the updated spreadsheet, and click ‘Next’.
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  2. Check that 'Customer Record ID' and any fields being updated are mapped to the correct 'CSV Headers'.

    Set any fields not being modified to ‘unassigned’.

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  3. Click ‘Next’, then ‘Confirm & Proceed’.
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  4. Wait a few moments for the import to finish.

    The exact time it will take depends on the number of customers you have.

  5. Refresh the page to check the status of the import.

    If you get any errors, visit our Customer Management Troubleshooting guide for help.

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Make sure to Get Updates on the register to sync your updates to the iPad.

Delete Customers

Delete Customers enables you to remove multiple customers at once from BackOffice.

There are a few parts to deleting customers: export your customers, modify the export, & upload the spreadsheet of customers to remove.

After deleting customers, you can no longer view their purchase histories from the Customer List. Deleted customers still appear on the Sales by Customer report, but you cannot filter by their names.

Export Customers

  1. After starting a new job, click ‘Export your existing customers to a CSV’.
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  2. Open the customer export in any spreadsheet software.
  3. Remove customers you do not want to delete from the spreadsheet.

    IMPORTANT: All customers left on the spreadsheet will be deleted.

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  4. Save the spreadsheet as a .CSV file and return to BackOffice to upload it.

Upload the Spreadsheet

  1. In BackOffice, click ‘Choose File’, select the updated spreadsheet, and click ‘Next’.
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  2. Check that ‘Customer Record ID’ is mapped to the correct 'CSV Header'.
    Click to Enlarge
  3. Click ‘Next’, then ‘Confirm & Proceed’.
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  4. Wait a few moments for the import to finish.

    The exact time it will take depends on the number of customers you are deleting.

  5. Refresh the page to check the status of the import.

    If you get any errors, visit our Customer Management Troubleshooting guide for help.

    Click to Enlarge

Make sure to Get Updates on the register to sync new customers to your iPad.

Template Columns

Confused about what to enter in the import template’s columns? This section explains what each column means and what information is required for a successful import.

Template Column(s) Explanation
First/Last Name The customer’s first and last name. Each customer must have at least a first name, last name, or email.
Email The customer’s email address in email@address.com format. Each customer must have at least a first name, last name, or email
Phone The customer’s phone number.
Address Line, City, State, Zip The customer’s location information.
Tax Exempt TRUE or FALSE. If TRUE, the customer will not be charged sales tax. You must enter a ‘Sales Tax Number’ for tax exempt customers.
Sales Tax Number Any tax number associated with the customer. This is required for tax exempt customers.
Notes Enter any notes you want to record about the customer (e.g. a customer’s birthday or favorite table).

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