Customer import

Customers can be imported, to add or update them, using an Excel file. You can import customers from another management system or another ecommerce software. You can reorganize customers by changing the groups they are assigned to.

Note

To update customers after they are added, remember to set a code for each customer. The import uses the code to decide whether the Excel row refers to an existing customer to update or a new customer to add.

The following fields can be imported. Length indicates the maximum length in characters for text fields.

Field	Description	Length
Code	Customer code for internal use in the admin.	32
Email *	Email address. If the password is also present it can be used to log in to the site.	120
Password	Plaintext password to log in to the site. Once imported it will no longer be readable in plaintext.	6 to 16
Can log in	The customer can log in to the site. Enter 1 if they can log in and 0 if they cannot.
First name *	First name.	25
Last name *	Last name.	25
Tax code	Tax code.	20
Company name	Company legal name.	100
VAT number	Company VAT number.	20
R.E.A.	Company register number.	20
Address *	Street address, line 1.	60
Address (second line)	Street address, line 2.	60
City *	City.	25
Postal code *	Postal code.	20
Province *	Province abbreviation.	7
Country *	Country code in ISO format.	2
Phone	Phone number.	15
Mobile	Mobile number.	15
Fax	Fax number.	15
Shipping contact	Recipient name for shipping.	100
Shipping address	Shipping address, line 1.	60
Shipping address (second line)	Shipping address, line 2.	60
Shipping city	Shipping city.	25
Shipping postal code	Shipping postal code.	20
Shipping province	Shipping province abbreviation.	7
Shipping country	Shipping country code in ISO format.	2
Group	Customer group code. If present but left empty, the main group is assigned to the customer.	40
Invoice recipient	Code or PEC address of the electronic invoice recipient.	256

The fields marked with an asterisk * are always mandatory. The fields Tax code, Company name, VAT number, R.E.A., Phone, Mobile and Fax may or may not be mandatory depending on how it is set in Settings > Options > Main in the admin.

Import customer records

Go to the Customers section.
Go to the Import Excel subsection.
Click Browse and select the Excel file with the records to add or update from your device.
Select Do not consider the first row of the Excel file if the first row of the Excel file is used for other information such as field names.
Select the fields present in the Excel file in the exact order and click Add to add them to the list of fields to import.
Click Import. Wait for the import to complete.