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.
Please use the Guide for instructions on what each column header means and required fields.
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.
Required Customer Columns
The customer's email- this will be their log in.
Customer's first or given name
Customer's last or family name
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
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
2 letter country, for example US
State/Province for example New York
Street Address 1 - currently not possible to import a second street address
1 to set this as the default Billing Address, otherwise leave blank
1 to set this as the default Shipping Address, otherwise leave blank
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.
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 15 days ago