Import customers

You can add multiple new customers at the same time by uploading an XLSX file for customer data. This might come in handy if you've worked with other shop systems or external tools before. With the help of an XLSX file, you will no longer need to manually add customers in your cockpit.

Skip to:

• How to import customers
• How to create your XLSX file
• How to handle file validation errors
• The structure of the XLSX file

How to import customers

Follow these steps to import customer data into your cockpit:

1. In the sidebar of your cockpit, select Customers.
2. On the top right, select Import customers. You will be forwarded to a view that allows you to upload a file from your device.
3. In the section Customer data (XLSX), select Choose file and select the XLSX file including the data for the customers to be imported from your device.

   Note

   To import customers, it is required to choose an XLSX file here. It is not possible to upload a file with a different file format than XLSX. Furthermore, the XLSX file has to have a certain structure and must include all required customer data. The file name is not relevant for the customer import, you can choose a name of your liking. If you don't have an XLSX file for your customers yet or are not sure about the correct file structure, read through How to create your XLSX file first.
4. Once you've added your file, select Validate file.
   The added file will then be checked by our system.
5. If all customers are fully validated and there are no validation errors (this is indicated in an infobox at the very top of the Upload files card), select Upload file in the card's lower right corner.

   Info

   If at least one customer couldn't be validated, you might find some help in the section How to handle file validation errors. You could also decide to upload the file without fixing the errors. In this case, only the customers that are fully validated will be imported.
6. You're now prompted to an pop-up window. Select Back to customer overview in order to get back to the Customer overview in your cockpit.

You've started the customer import. Depending on your file size, the import may take a while. We would like you to still be able to work in your cockpit during the import instead of staring at a progress bar. That's why we'll inform you via an email to your notification email address as soon as the import is finished. After a successful customer import, you'll find the new customers in your Customer overview and can manage them just like every other customer in your cockpit.

How to create your XLSX file

The XLSX file for the customer import needs to meet certain requirements and include all required customer data. Thus, we advise you to use the XLSX template we provide as a basis.

Here's what you'll need to do:

1. In the sidebar of your cockpit, select Customers.
2. On the top right, select Import customers. You will be forwarded to a view that allows you to upload a file from your device.
3. In step 1 of the How it works card, select the XLSX template link to download the XLSX template to your device.
4. Open the XLSX template. Here's what you'll see:
   • The first row (1) contains column headers, giving you an overview of the content of the respective column, for example, the customer's phone number (phone), or the different details for the shipping address (e.g. shipping_address_city). Do not change the content of these column headings.
   • If you are not sure what to enter in each column, the second row (2) includes an explanation of the content in that column as well as an indication if the column is required or not.
   • Rows 3-10 (3) contain example data. You can go through this data to get a better feeling of what is required in the respective column.
   • Row 11 (4) includes instructions on how to use the XLSX file. You'll be guided through the single aspects explained in these instructions in the following steps.
5. Beginning with row 12, enter the data for the customers you would like to import. While doing so, you can always check back on the example data that is available in rows 3-10 or the explanation in row 2. Furthermore, you can find more information about the available columns in the section The structure of the XLSX file.

   Note

   Don't worry, you can still edit the customers manually in your cockpit after the customer import if you currently can't fill out certain columns. The only columns that are mandatory are the ones marked with REQUIRED in row 2.
6. Now that you are done with adding your customer data, you no longer need the examples and can therefore delete the rows 3-10. If you don't delete these rows, the example customers might also be imported into your cockpit. Also remember to delete row 11, the one with the instructions before the upload, as this would also result in an error.

   Caution

   Do not delete or edit row 1. This row is required to successfully match your entered customer data with the related fields in the cockpit during the import.
7. Save your changes.

Great! You've created your XLSX file. Now you can use this file to import your customers.

How to handle file validation errors

If your XLSX file couldn't be fully validated because there was at least one error with a customer, you'll be informed about that in an infobox at the very top of the Upload files card after you've selected Validate files.

If you scroll down, you'll see an error list that gives detailed information about the errors that occurred. In the example below, both the first and last name of the customer in row 7 are missing.

Now you can either remove the respective customers from your file and add them manually in the cockpit or resolve the error in your XLSX file that is mentioned in the error list. The descriptions of the error in the column Errors will help you with that. Don't forget to save your changes after editing the XLSX file. If you have successfully imported customers before, remember to remove them from the updated XLSX file before uploading the file again.

Once you are done editing the file, validate and upload your updated XLSX file again (see steps under How to import customers).

The structure of the XLSX file

Let's have a look at the general structure of the XLSX file. The file must include one row per customer.

The following columns are included in the XLSX file:

Name	Description	Required
email	The email address of the customer. Each customer must have their own unique email address. You can't add two customers with the same email address. It needs to be a valid email address and should look something like this: [e-mail]
phone	The customer’s phone number. You can enter up to 40 characters.
billing_address_first_name	The customer’s first name for the billing address. You can enter up to 50 characters. This first name will also be shown on the Customer details card in your cockpit.	Yes
billing_address_last_name	The customer’s last name for the billing address. You can enter up to 50 characters. This last name will also be shown on the Customer details card in your cockpit.	Yes
billing_address_company	The name of the customer's company for the billing address. It can be up to 100 characters long.
billing_address_street	The street name for the billing address. You can enter up to 200 characters.
billing_address_house_number	The house number for the billing address, which can have up to 50 characters.
billing_address_address_extension	Any additional address information can be noted here. For example, if the address is a post office box. You can enter up to 200 characters.
billing_address_postal_code	The postcode/zip code for the billing address. Here you can enter up to 25 characters.
billing_address_dependent_locality	Here you can enter additional location information, such as the name of a village or suburb, to more precisely define the location. You can use up to 60 characters. This is only relevant for UK customers.
billing_address_city	The city for the billing address, which can have up to 60 characters.
billing_address_country	The country for the billing address. Enter the country in the 2-letter ISO format, for example, EN, DE, FR, etc. The country that you enter here must be assigned to at least one shipping zone.
billing_address_state	The state/province for the billing address. Here you can enter up to 100 characters. This is only relevant for US customers.
shipping_address_first_name	The customer’s first name for the shipping address. Here you can enter up to 50 characters. If the shipping address and billing address are identical, you can leave this field empty. If you want to add a different shipping address, this field is required.	Yes, if a different shipping address is added.
shipping_address_last_name	Enter the customer’s last name for the shipping address. You can enter up to 50 characters. If the shipping address and billing address are identical, you can leave this field empty. If you want to add a different shipping address, this field is required.	Yes, if a different shipping address is added.
shipping_address_company	The name of the customer's company for the shipping address. This can be up to 100 characters long. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_street	The street name for the shipping address. You can enter up to 200 characters. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_house_number	The house number for the shipping address which can have up to 50 characters. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_address_extension	Any additional address information can be noted here. For example, if the address is a post office box. You can enter up to 200 characters. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_postal_code	The postcode/zip code of the shipping address. Here you can enter up to 25 characters. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_dependent_locality	Here you can enter additional location information, such as the name of a village or suburb, to more precisely define the location. You can use up to 60 characters. This is only relevant for UK customers. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_city	The city for the shipping address which can have up to 60 characters. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_country	The country for the shipping address. Enter the country in the 2-letter ISO format, for example, EN, DE, FR, etc. The country that you enter here must be assigned to at least one shipping zone. If the shipping address and billing address are identical, you can leave this field empty.
shipping_address_state	The state/province of the shipping address. Here you can enter up to 100 characters. This is only relevant for US customers. If the shipping address and billing address are identical, you can leave this field empty.
customer_comment	This is an internal comment which is only visible to you. Here you can enter a comment with up to 500 characters about your customer e.g. if they are reliable.