Importing Customers
If you are using Accounts, please use the Zoey Accounts/Customer Import Template.
To import your existing customer information into Zoey, you must format your files properly. This tutorial will tell you what attributes you need to include in order to successfully import a file.
The file that you upload must be in Comma-Separated Values (CSV) format in Google Sheets or CSV (Comma delimited) (*csv) in Excel. If you use a Mac, save the CSV as CSV (Windows) file- your Zoey store will not be able to read the file otherwise.
The Template
Please use the Guide for instructions on what each column header means and required fields.
How To Use This Template
Please Save a Copy of this template below.
The Template will have 2 Tabs:
- Guide - This tab will provide requirements and tips for each column in the template.
- Blank Template - This tab will only contain the column headers for you to copy/paste your data into.
*Click Here to Save A Copy Of This Customers Template to your Google Drive
Required Customer Columns
| The customer's email- this will be their log in. | |
| firstname | Customer's first or given name |
| lastname | Customer's last or family name |
| group_id | The group to which the customer belongs. By default you already have a few available and you can use 1 for the "General" Group. |
Note: You may change First Name and Last Name to be NOT required in Customers > Attributes. Click on First Name or Last Name and uncheck the box for Customer Create / Edit / View Form (Admin).
Optional Customer Columns
| tax_class_id | Overwrites the Customer Group Tax Class with a specific Tax Class for this customer. The value of this row is the ID number of the Tax Class you want to overwrite found in Setup->Tax->Customer Tax Classes |
| _address_company | Company |
| _address_country_id | 2 letter country, for example US Find the Country Code at https://support.zoey.com/docs/country-codes |
| _address_fax | 555-123-4567 |
| _address_firstname | First Name |
| _address_lastname | Last Name |
| _address_middlename | Middle Name |
| _address_postcode | 10016 |
| _address_prefix | Mr. |
| _address_region | State/Province for example New York |
| _address_street | Street Address 1 - currently not possible to import a second street address |
| _address_suffix | Jr. |
| _address_telephone | 555-123-4567 |
| _address_vat_id | VAT/Tax ID |
| _address_zoey_shipping_type | Residential or Commercial |
_address_default_billing_ | 1 to set this as the default Billing Address, otherwise leave blank |
_address_default_shipping_ | 1 to set this as the default Shipping Address, otherwise leave blank |
Importing Customers
Customers > Customer List
Click the importer icon between Advanced search and Bulk Actions.
Drag and Drop or upload your file, and select the Import Behavior: Append
Importing multiple addresses for one customer
If one customer has multiple addresses you can add a new row in the CSV file underneath the customer and simply add the address, take a look at the example below for a customer with 3 addresses
2 Street Address Lines
At this moment it's not possible to import data for the second address line.
Updating Customers via CSV
Export Your Customer List First
It is sometimes easier to Export your Customer List to get a base file to work from. This file will contain all fields and information from your customer list and will be easier to add or change data this way.
Customers > Customer List
To export your customer list, check the box of the customer or select all, then use Bulk Actions to Export Selected Customers.
Then use the Customer Importer as in the steps above.
Updated about 1 month ago