Import customers

Importing customers is the fastest way to add or update customers in DecoNetwork. To import customers, you need to have all your customer information in a CSV file, which can be edited as a spreadsheet. When you import, the column headers in the CSV file will be matched with the corresponding customer fields in DecoNetwork and the customer information will be added or updated accordingly.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

To create the Customers CSV file:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   
3. Click on Import Customer CSV.
   

   The Import Customers popup is displayed.

   
4. Click on the Download Sample CSV File link.

   Depending on your browser settings, the sample file, customers.csv, will be immediately downloaded to the default download location or you will be prompted to choose a download location.

   The customers.csv file will have all the required column headers required for a complete customer record.

5. Enter your customer information into the customers.csv file and save it.

To import customers:

1. Click on Import Customer CSV.
   

   The Import Customers popup is displayed.

   
2. Tick or un-tick the checkbox options as required:
   • Create website account creates an account allowing the customer to login to your primary DecoNetwork store.
   • Send welcome email sends a welcome email to the customer.
   • Resend welcome email if user already exists re-sends a welcome email to the customer if the customer already exists in your DecoNetwork system.

3. Click on the Browse... button.

4. Locate your customers.csv file and click Open in the File Upload dialog.
5. Click Okay in the Import Customers popup.

   An Import Progress popup will be displayed with a progress bar to show you the progress of the import. On completion of the import, a message will be displayed informing you of the success or failure of the import. If the import failed, a list of errors will be shown in the popup.