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- #TEXTSOAP IMPORT CUSTOMER CLEANER HOW TO#
- #TEXTSOAP IMPORT CUSTOMER CLEANER UPDATE#
- #TEXTSOAP IMPORT CUSTOMER CLEANER SOFTWARE#
- #TEXTSOAP IMPORT CUSTOMER CLEANER SERIES#
- #TEXTSOAP IMPORT CUSTOMER CLEANER ZIP#
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Notify Me: For larger, more time consuming files this option will let you input your email address so that you will receive a notice once the import/export is complete.Download: Allows you to download the CSV file after a successful import/export.The progress column will show you the progress of the import.Īt the far right of each grid item will be an action wheel that contains the following options: By allowing the function to work in the background, you can go to other pages of the admin and still work on your store while importing or exporting large files.ĭuring the process, you will be taken to the Import/Export Status page which will display a grid layout of your recent imports and exports.
#TEXTSOAP IMPORT CUSTOMER CLEANER SOFTWARE#
The actual import/export process takes place "behind the scenes" of your store's software to prevent it from interfering with your store's active processes. You can create, edit and manage Customer Groups from the Shift4Shop Online Store Manager by going to Customers > Manage Groups. This is the customer group you would like the customer to be assigned to. It may be left blank if necessary and your customers can use the "Reset my Password" option on the login page to create a new one. This information is not visible to the customer, only to you in the Store Manager. This field enables you to put comments you have about the customer. This is the shipping phone of the customer. This is the shipping company of the customer. Use the proper country 2 letter abbreviation (i.e. This is the shipping country of the customer.
#TEXTSOAP IMPORT CUSTOMER CLEANER ZIP#
This is the shipping zip of the customer. Use the proper state 2 letter abbreviation (i.e.
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This is the shipping state of the customer. This is the shipping city for the customer. This is the second shipping address of the customer (ex. This is the shipping address of the customer. This portion of the spreadsheet will contain the following fields:
#TEXTSOAP IMPORT CUSTOMER CLEANER UPDATE#
If the email field is left blank, the system will not allow you to import the customer information.Īlso please note that the system uses email as the key field, so entering 2 customers with the same email will not create 2 records, instead it will create 1 and update that record with the second customer data so make sure each and every record has its own unique email.Īlthough it's similar to the billing information columns, these fields may need to be the same or different from the customer's billing information (depending on their unique situations). (Note: Please do not use parentheses in this field.) This is the billing phone of the customer. This is the billing company of the customer. This is the billing country of the customer. This is the billing state of the customer. This is the billing city for the customer. This is the second address of the customer (ex. This is the billing address of the customer.
#TEXTSOAP IMPORT CUSTOMER CLEANER SERIES#
These columns will contain the customer's billing information in a series of fields. This is the exact format the file needs to be to import your customer information properly. If you do not have a need for a column please leave it blank. Below is a brief description of each field:ĭo not remove, add, or edit any columns to this file. You may now begin adding customer information to the proper columns. Here is a sample of what the spreadsheet file will look like:
#TEXTSOAP IMPORT CUSTOMER CLEANER HOW TO#
This article will give you a step-by-step process on how to import your customer information.