How do I import customer accounts using CSV upload?

Owned by Hope Mueller
Last updated: Sept 12, 2017
2 min read
  1. Go to Customer Account Import. From the left navigation, click on Leads/Orders, then Customers, and finally on Customer Account Import.


  2. Click on the Import Customers button.


  3. Click on the Browse button to select the file for upload and then click on the Import CSV File button. Optionally, enter a name for the file you are uploading, such as "Customers September" to help keep track of your upload history. Remember to check the box for "First row contains column names" if your file contains descriptive headers.


  4. In Step 2, map your column headers to the correct columns of data and click on the Create Accounts button. At a minimum, you must map "Email" and "Password" column data in order to continue with the upload.
    1. Additional optional fields that can be mapped in Step 2 are:
      1. First Name - The customer's first name
      2. Last Name - The customer's last name
      3. Company - The company name the customer works for if applicable
      4. Username - An identifier that can be used in place of email during login
      5. Account Alias - A secondary username
      6. Phone - The phone number of the customer
      7. Fax - The fax number of the customer

  5. The next screen will tell you how many rows were successfully converted to customer accounts from your upload.