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. You can also import data for custom fields. Before importing, you must first add custom fields in your Fulfillment Center Admin. Click here for instructions on how to add custom customer fields.

Prerequisites

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

To create the Customers CSV file:

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

The Import Customers popup is displayed.
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.
Enter your customer information into the Customer CSV file and save it.
Please note the following rules when entering data into the Customer CSV:
- For fields that can have multiple values (i.e., multi-select and checkbox field types), values in the CSV file should be separated by a comma.
- For fields that have options, the value in the CSV file should match the chosen option exactly.
- Make sure that you do not add spaces after values that are options. The unexpected space will cause the import to error.
The system will update existing records when it finds matching data in the ID, email, or login fields. If all three fields are unique or missing, a new record will be created.

If the email address is missing, the customer record will be created with a blank Login that will populate once an email is entered into the account and saved.

To import customers:

Click on Import Customer CSV.

The Import Customers popup is displayed.
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.
Click on the Browse... button.
Locate your customers.csv file and click Open in the File Upload dialog.
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.

To import data for custom fields:

Add custom customer fields from the Customer Settings section of your Fulfillment Center Admin. Click here for instructions.
Export the Customer CSV file as per instructions above for creating the Customer CSV.
Enter the data for the custom fields into the Customer CSV.
The rules for entering data into the Customer CSV listed above also apply to custom fields:
- For fields that can have multiple values (i.e., multi-select and checkbox field types), values in the CSV file should be separated by a comma.
- For fields that have options, the value in the CSV file should match the available options exactly.
- Make sure that you do not add spaces after values that are options. The unexpected space will cause the import to error.
Import the Customer CSV as per the instructions above for importing the Customer CSV.

Comments

5 comments

Tom Vann January 15, 2019 04:36

I assume at this point that custom fields are not available for import?

The sample csv does not include them?

Also, curious - will multiple imports update client info or create duplicate records

-Tommy

0

Lee Prazner January 15, 2019 05:03

Hi Tom,

Custom fields are not supported.

Entering the correct ids into the id field will ensure customer records are updated and not duplicated.

1

Tom Vann January 15, 2019 05:52

So I've done some testing and see import does update with an edited export list, using the id as a key I assume.

I suggest adding a bit more to help page in regards to what happens without an email address - it has a blank Login that will populate once an email is entered into the account and saved.

Regarding updates, its confusing because in my testing, reusing the Sample CSV File did indicate some updates but for records with email it does not.

However, if you export the customers, edit the records and import that edited list - it works perfectly - only updating records - likely because the ID is present.

So this could be explained a bit more.

-Tommy

0

David Prosser February 01, 2019 21:41

Is there a limit on how many records can be imported in a file? I have 19,000 customer records in csv.

I have tried splitting it up, and can get some imports run in batches of 500, but it still seems to give errors and only import a few sometimes.

Thanks,

David.

0

Lee Prazner February 04, 2019 04:04

Hi David,

There is no limit on the number of records. The errors may be due faults in your CSV file. Can you please submit a support ticket so that one of our client services team members can help you troubleshoot.

Regards,

Lee

0

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Getting Started

Store Builder

Admin Settings

Business Hub

FAQs & Troubleshooting

Other Resources

Prerequisites

In this article...

To create the Customers CSV file:

To import customers:

To import data for custom fields:

Comments

Getting Started

Store Builder

Admin Settings

Business Hub

FAQs & Troubleshooting

Other Resources

Prerequisites

In this article...

To create the Customers CSV file:

To import customers:

To import data for custom fields:

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