- Product Types
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- Change Checkout Texts
- Password Field in Checkout
- Default Country Code
- Add Terms to Checkout
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- Remove Coupon Field
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- Disable Quantity Editing
- Disable Item Removal
- Country Specific Purchases
- Update Store Details
- Dark Mode
- Orders & Receipts
- Menu & Slide-out Cart
- Manage Slide-out Cart
- Customers Section Overview
- Create Customer
- Delete Customer
- Update Customer Details
- Edit Invoice Details
- Create Shipping Profiles
- Manage Shipping
- Disable Payment Processor
- Manage Store Notifications
- Manage PayPal Branding
- How to transfer a store to a new organization and assign a license.
- How to Download SureCart Purchase Invoice
- Fix View Order Button
- Fix Express Payment Buttons
- How To Stop Sending WooCommerce Notifications via SureCart?
- Fix PayPal Test Connection
- Fix Sign-In Loop
- Fix Order Confirmation Redirect
- Fix Divi Bullet Point Issue
- Fix Customer Dashboard
- Fix JSON Response Error
- Failed Payment Behavior
- Fix Stripe Zip Code Error
- Fix "Product Can’t Be Blank"
- Troubleshooting Guide
- PayPal IPN Warning Emails
- Caching Configuration for SureCart
- Why iDEAL Might Not Appear in Your CheckoutÂ
- Compatibility Guide
How to Import Customers in Bulk With SureCart
In this article, we’ll guide you through the process of importing customers in bulk into SureCart. This method involves uploading customer data using a CSV file.
By following these steps, you can import multiple customers at once into your SureCart store.
Let’s dive into the process of bulk customer imports with SureCart.
Important Note
Migrating your eCommerce platform is a complex process and may require technical expertise, especially when dealing with custom setups or unique configurations. While we aim to provide comprehensive documentation to guide you through the migration process, we strongly recommend consulting a qualified developer to ensure a smooth transition.
Here are some key points to keep in mind:
1. Effort and Expertise Required: Migration involves critical steps to ensure your data is transferred accurately and that your store remains operational. For this reason, we encourage users who are not familiar with technical processes to seek professional assistance.
2. Support During Migration: Our team is here to assist with any questions or issues you encounter during the migration. However, our standard support is limited to specific queries regarding the documentation and functionality of SureCart. For more in-depth or immediate assistance, consider upgrading to any paid plan.
3. Realistic Expectations: While SureCart is designed to simplify your eCommerce operations, the migration process requires careful planning and execution. We’re here to provide guidance, but ultimately, the responsibility for the migration lies with the store owner or their developer.
If you encounter any difficulties, please don’t hesitate to contact our support team. We are constantly updating our resources and improving our processes to serve you better.
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.
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
| Field | Use |
|---|---|
| The email address of the customer | |
| First Name | The given or personal name of the customer. |
| Last Name | The family or surname of the customer. |
| Name | It could either be a combination of the first name and last name, or it could be an additional name used for the customer |
| Phone | The contact number of the customer |
| Billing Line 1 | The second line of the billing address, used for providing additional address details if needed. |
| Billing Line 2 | The second line of the billing address is used for providing additional address details if needed. |
| Billing City | The city or locality of the billing address. |
| Billing State | The state or province of the billing address, if applicable. |
| Billing Postal Code | The postal or ZIP code of the billing address. |
| Billing Country | The country of the billing address. The country must be in a two-letter code format (e.g., “US” for the United States). See these Alpha-2 country codes for reference. |
| Shipping Line 1 | The first line of the billing address, typically used to indicate the street address. |
| Shipping Line 2 | The second line of the shipping address, for additional address details if necessary. |
| Shipping City | The city or locality of the shipping address. |
| Shipping State | The state or province of the shipping address, if applicable. |
| Shipping Postal Code | The postal or ZIP code of the shipping address. |
| Shipping Country | The country of the shipping address. Similarly, it must be in a two-letter code format (e.g., “IN” for India). See these Alpha-2 country codes for reference. |
| Stripe Customer Id | A unique identifier assigned by the Stripe payment platform to identify the customer. |
| Stripe Payment Method Id | A 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.
- Login to the SureCart platform and navigate to Imports. Click on the New Import button.
- Select Customers from the dropdown menu.
- Download the sample template CSV file that we’ve created for you. You can fill this out or create your own CSV file.
- Click on the Upload button or simply drag and drop your CSV file into the upload area.
- 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.
- 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.
- You will notice a green notice at the top of your screen, and the status will show as Pending.
- 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.
- The status will change to Completed once the importing is finished.
- 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 detailed the step-by-step process, including accessing the import screen, downloading the template file, uploading the data, and verifying the results.
By following these instructions, you can effectively manage your customer data and complete the 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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