How to Import Customers in Bulk With SureCart - SureCart

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How to Import Customers in Bulk With SureCart

In this article, we’ll guide you through the process of importing customers in bulk in SureCart. We offer a straightforward method to upload customer data via a CSV file. 

By following these steps, you can easily import several customers at once into your SureCart store.

Let’s dive into the simple and convenient process of bulk customer imports with SureCart.

Preparing Your CSV File

To import your customers through a CSV file, you need to prepare a CSV file with the information required to create a customer in SureCart.

Here’s a template CSV file that you can refer to and create your file with real customer information.

CSV File Sample

In the template file, you will find all the fields you need to have in order to import the customer’s data.

You have two options to start with your customer data.

Option one: You can use your own file that has all the customer information. Just make sure to change the headers in your file to match the headers of our template.

Option two: If it’s easier for you, just copy the information from your file and paste it into our template. The most important thing is to make sure the first row with the column headers matches correctly. For example, put the email data in the column labeled “Email,” and do the same for other information in their respective columns.

Please note: In the example shown to you earlier, the field with an asterisk (*) next to the header is the required one. In this case, it’s the Email field. So, you must make sure to fill in the Email field because, without it, the importing process won’t work properly. Just remember to provide the necessary information in the Email field, and you’re good to go!

List of all fields

Below is a list of all the fields and a simple explanation of what it means

FieldUse
EmailThe email address of the customer
First NameThe given or personal name of the customer.
Last NameThe family or surname of the customer.
NameIt could either be a combination of the first name and last name, or it could be an additional name used for the customer
PhoneThe contact number of the customer
Billing Line 1The second line of the billing address, used for providing additional address details if needed.
Billing Line 2The second line of the billing address is used for providing additional address details if needed.
Billing CityThe city or locality of the billing address.
Billing StateThe state or province of the billing address, if applicable.
Billing Postal CodeThe postal or ZIP code of the billing address.
Billing CountryThe country of the billing address.
Shipping Line 1The first line of the billing address, typically used to indicate the street address.
Shipping Line 2The second line of the shipping address, for additional address details if necessary.
Shipping CityThe city or locality of the shipping address.
Shipping StateThe state or province of the shipping address, if applicable.
Shipping Postal CodeThe postal or ZIP code of the shipping address.
Shipping CountryThe country of the shipping address.
Stripe Customer IdA unique identifier assigned by the Stripe payment platform to identify the customer.
Stripe Payment Method IdA unique identifier assigned by the Stripe payment platform to identify the customer’s payment method.

Please note: You can retrieve the “Stripe Customer Id” and “Stripe Payment Method Id” from your Stripe account. Refer to the article “How to Get Stripe Customer ID and Payment Method ID” if you are importing active subscriptions through Stripe.

How to Import Customers?

Once you have your CSV file ready, you can follow the instructions below to import the customers into SureCart.

  1. Login to the SureCart platform and navigate to Imports. Click on the New Import button.
  1. Select Customers from the dropdown menu.
  1. Download the sample template CSV file that we’ve created for you. You can fill this out or create your own CSV file.
  1. Click on the Upload button or simply drag and drop your CSV file into the upload area.
  1. Once you’ve uploaded your file, it will appear in the upload field, as shown in the screenshot below.

Note: Only CSV files are accepted. Avoid uploading .numbers files from Apple devices, as they won’t import your customers.

  1. Click on the toggle to enable the Live Mode.

If the toggle is turned off, the data will be imported in test mode. Then, click on the Import button to begin the importing process.

  1. You will notice a green notice at the top of your screen, and the status will show as Pending.
  1. You can click on the status to check if it’s ready. The importing process can vary, but for small data (less than 1000 rows), it usually takes less than a minute. You’ll also receive an email notification once the process is complete.
  1. The status will change to Completed once the importing is finished.
  1. Click on a row to view more detailed information about it.

There you have it! All the information related to your customers will be displayed on a specific row. This is also a great way to check if your data was successfully imported.

Checking The Imported Customers on Your WordPress Site

Once the customers are imported, you’ll be able to see them in your customer list in SureCart. To see these newly created customers, go to the Customers section.

Great job! Your customer data has been successfully imported to SureCart.

Please take note that your customers are not yet associated with WordPress users at this stage. But don’t worry, we have an article titled “Manually Sync Your WordPress Users With SureCart” that explains this process step by step.

Conclusion

We’ve covered the step-by-step process, from accessing the import screen and downloading the template file to successfully uploading and verifying the imported data. 

By following these simple instructions, you can efficiently manage your customer data and ensure a smooth transition to SureCart.

If you need help importing additional components to SureCart, check out these articles:

If you encounter any issues or have questions during the importing process, don’t hesitate to seek assistance from our support team. We are always ready to help and provide further guidance.

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