Importing Customers in Bulk

Instead of adding customers one by one to the system, you can save time and work more efficiently by filling a ready-made table with all types of items you already have and uploading it to the system.

1. Click Customers on the side menu.

2. Click on the Import/Export button in the top right corner.

3. Select Import Customers from the dropdown list.

4. A pop-up window will open with the option to Download Template.

5. Click Download Template.

6. A CSV file will be downloaded to your computer with the following columns to be filled:

• Dial_code: The country’s dial code where the customer placed the order (e.g. 966).
• Phone: The customer’s phone number excluding the dial code.
• Name: The customer’s full name.
• Gender: Specify the customer’s gender (Male or Female).
• Email: The customer’s unique email address.
• Birth_date: The customer’s date of birth.
• Delivery_zone_reference: Reference for the delivery zone of the customer.
• Address_name: The customer’s address name, e.g. home, office, etc.
• Address_description: The details of the customer’s address location.
• Is_loyalty_enabled: Select whether loyalty was enabled (Yes/No).
• Is_house_account_enabled: Select whether you used a house account for the customer (Yes/No).
• House_account_limit: Specify the maximum amount of balance the customer can order without paying.
• Is_blacklisted: Specify whether this customer has been blacklisted or not (Yes/No).

Once you fill the file, save it and upload it as follows:

7. Click Import/Export button on the top right corner.

8. Select Import Customers.

9. A pop-up window will open where you can upload the file.

In case there was some missing data or errors in the CSV file format, the system will indicate that to the user to fill the gaps or correct the errors.

After the successful upload of the file to the system and data validation, the system will inform you by email when the import process is fully accomplished.