Importing Customers

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If you are using Accounts, please use the Zoey Accounts/Customer Import Template.

Importing Accounts

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.

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*Click Here to Save A Copy Of This Customers Template to your Google Drive

Required Customer Columns

email

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

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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

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2 Street Address Lines

At this moment it's not possible to import data for the second address line.

Updating Customers via CSV

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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.