Member Data Import

6.SHOPLINE_Support_All-Plan.png 

Step 1:

"Customer Management" > "Customer List" > "More..." Dropdown box > "Import" button Screen_Shot_2017-10-16_at_6.29.20_pm.png

 

Step 2:

Please download the Excel file: my_customers_import.xlsx and open it on your computer

There are few different pages options at the bottom:

  • Template (You will need to fill in members' data on this page)
  • Instruction
  • Example
  • Migrate from SHOPLINE Export

fag004.png

Please read the instruction carefully for proper import

 

  

⚠ Remarks when you are inputting information

 

A-F Columns

A-B. Full name and address are mandatory.
(For merchants with feature "mobile sign-up" enabled, this is mandatory if mobile number is not filled.) 

C. Country/Region Calling Code (available for merchant with "mobile sign-up" enabled)

  • Country/Region calling code of mobile number.
  • This is mandatory if the column "mobile number" is filled so that SMS will be sent successfully.

D. Mobile Number (available for merchant with "mobile sign-up" enabled)

  • This is mandatory if email is not filled.
  • Verification SMS will be sent to this number after the member is imported successfully.
  • This column can only be imported for members ( column H is "Y" )

E. Fill in customer gender with "M" for male, "F" for Female, or "U" for Undisclosed.

F. Fill in customer birthday with format "YYYY/MM/DD".

G. Enter Chinese or English

H. Type "Y" for member and type "N" for a guest. If this is left blank, the system will default the user to be a guest

I. Type "Y" for subscribed and type "N" for not subscribed. It this is left blank, the system will default the user to being subscribed to marketing

J. Tags (Available for Premium/ O2O/ Enterprise Plan)

  • Tags should consist of 3 to to 40 characters
  • A comma is needed in between each tag with no space required
  • Importing 60 tags for each customer at maximum 

K. Notes (Support plan: Premium/ O2O/ Enterprise Plan)

  • A private note of the customer (only the merchant will see this note)

L. Register Form Please select from Admin/ Shop/ POS/ Kiosk 

  • If this field is left blank, the system will determine the user to be registered from Admin as the default

*Note: If the customer is registered from POS or Kiosk, it is required to fill in the “Register Store ID” in the next column

 

M. Register Store ID 

  • Please fill in the Register Store ID, which can be found in Customer Management > Import Report > “View Store ID.” 

*Note: Ignore this column if the registration originates from Admin / Shop

C3.png

N. Register Date 

  • Please fill in the Register Time & Date with the following format (YYYY/MM/DD HH:MM:SS)
  • If this field is left blank, the system will use the default time as the current date &time.
  • If you only fill in the date, the system will use the time 00:00:00 by default.
  • Example: 2020/07/23 11:40:00

 

O. Total Spend 

  • Import the total amount spent from the customer 
  • Please fill in the number that is greater than 0    
  • Example: 1000

 

P. Order is Accumulation (Support plan: Premium/ O2O/ Enterprise Plan)

  • If you leave this field blank, the system will default to NOT including the accumulated purchase amount in the Membership upgrade condition.
  • If you wish you include the accumulated purchase, please enter "Y"; if not, please enter "N"
  • The upgrade will take place in the early hours of the next day, assuming the accumulated purchase has reached the upgrade terms.
  • Example: Y

 

Q. Membership Tier  (Available for Premium, O2O, and Enterprise Plan)

  • Fill in Membership Tier ID which can be found in membership edit link in admin.
  • Please notice that this can only be imported for members.

 

R. Fill in store credit amount with a number which is greater than 0. 
(Available for Premium, O2O, and Enterprise Plan)

S. Please fill in the reason for adding Credits (Limit to max 50 characters). The system will default "Manually added by shop ".
(Available for Premium, O2O, and Enterprise Plan)

T. Assign expired date of credit with format "YYYY/MM/DD", ex.2020/01/09.
If this is left blank, the system will default the credits never expires.
(Available for Premium, O2O, and Enterprise Plan)

 

U. Member Points (Support plan: O2O/ Enterprise Plan)

  • The Member Points for the customer 
  • Please fill in the number that is greater than 0
  • Example: 100

V. Reason for adding points (Support plan: O2O/ Enterprise Plan)

  • Please fill in the reason for adding Points (this message will be shown to the customer)
  • 50 characters at maximum 
  • If the field is left blank, the system will place "Manually added by shop" by default


W. Phone numbers must be in valid form, eg. +100 000 000, 100-000-000, 100000000, and each user cannot have duplicate phone numbers  

 

  

X-AE Columns

  • If you don't have customers' address, you may leave all address fields blank
  • The minimum information necessary for a user's address to import is a Recipient Name, an entry for Address-1, a City (if the Country/Region is not Hong Kong) and a valid Country/Region code
  • Country/Region code for Hong Kong: HK
  • Country/Region code for Taiwan: TW

 my_customers_import_v2_1__12_.jpg

 

Step 3 

When you are done, remember to click save > Return to admin panel > Start to upload your file

eng_003.jpg

After uploading, you will then see a preview list of your members, otherwise error message would pop up

 

Step 4: 

Make sure everything is correct before you click to import customers

eng_004.jpg

 

Step 5:

Once it is finished, you will see the "Customers Import History" 

 

Return to "Customers", you will see the updated members' list 

 

Remarks: A user that is set as "member" will have their data imported and "Is a Member" show V , "Password Setup" show X. User will receive an email to set up an online account, only after that procedure "Password Setup" show V in your admin panel.
A user that is set as "guest" will have their data imported but will not be asked to set up an account. "Is a Member" show X , "Password Setup" show X

 

 

Have more questions? Submit a request

Comments