Picture of Address Books Overview | June 2025 | Time-Saving Toolbox

Address Books Overview | June 2025 | Time-Saving Toolbox

This tutorial walks you through Infigo’s Address Book Management import-export wizard, showing how to build address books in bulk from CSV files, edit or extend existing books via export, and then quickly assign those books—and every address within them—to specific customers or entire departments, sparing you from tediously entering addresses one-by-one while keeping large, organized address libraries at your users’ fingertips.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

You can search this page to find the relevant time-stamp in the video. Also, this text can be used as part of the tutorial search feature.

0:01 So one is just another example of being able to quickly import things into your storefront. So this time it's a dress book importing.
0:10 So we have the ability, rather than you having to manually specify addresses on every individual customer and that kind of thing, we have the concept of address books, which gives you the ability to create individual books, which might contain thousands of different addresses potentially.
0:26 You can have multiple of these books, but of course doing that manually is going to be an absolute nightmare. So we do have the ability to use import tools in here as well.
0:45 So if I go to address book management, I'll try and get through this one quite rapidly. So we have the ability to export as we saw with previous similar instances so that will allow you to actually export your existing both address books and the contents of those address books so you can modify them 
1:06 if necessary as well as create new ones. You can create those new rows and then you just re-import that information into the editor and the wizard here and then that will just create all of those new addresses for you.
1:22 So what is important to be aware of here is that you do have those two levels. So you have the address books themselves, which are the overriding books, and then you have the individual addresses within those individual books.
1:35 So let me just show you two quick examples of those. Here is a potential CSV we might use for creating our actual address books.
1:45 So this one's very, very simple. it's just basically creating the folders that our addresses are going to be contained within, and then we have the individual, well then we have the individual addresses themselves, which might be much more complicated, so that could have full address details where that
2:05 address can be utilized and the address book that is contained within. So you see in my particular example I've got all these addresses going to one particular address book or you should be able to have it so you can have multiple different IDs in here.
2:18 So you could have one big spreadsheet but load it once and they've all get split into separate address books. All you have to do at that point once you've added those address books is to actually assign them to particular customers or to groups of customers via departments.
2:42 So if I go to one of my departments, which is groups of customers, scroll all the way down and you'll see there I have the ability to select address books.
2:51 I can select one of those save changes and then every address that's in that address book will automatically become available to all of the customers in that department.

Incomplete
Guide

Guide to Importing Address Books into Your Storefront

 

1. Introduction to Address Books 0:01

generated-image-at-00:00:01

  • Overview of the address book feature for managing customer addresses.

  • Importance of importing addresses to avoid manual entry.

 

2. Address Book Management 0:10

generated-image-at-00:00:10

  • Explanation of the address book concept:

    • Ability to create multiple address books.

    • Each book can contain thousands of addresses.

 

3. Importing Addresses 0:26

generated-image-at-00:00:26

  • Use of import tools to streamline the process:

    • Avoids the nightmare of manual entry.

    • Allows for bulk creation of addresses.

 

4. Exporting Existing Address Books 0:45

generated-image-at-00:00:45

  • Ability to export existing address books:

    • Modify existing addresses as needed.

    • Create new address books from exported data.

 

5. Structure of CSV for Address Books 1:22

generated-image-at-00:01:22

  • Example of a simple CSV structure for creating address books:

    • Folders for address books.

    • Individual addresses with full details.

 

6. Assigning Address Books to Customers 2:18

generated-image-at-00:02:18

  • Process of assigning address books to customers or departments:

    • Select address books for specific customer groups.

    • All addresses in the selected book become available to those customers.

 

7. Conclusion 2:51

generated-image-at-00:02:51

  • Recap of the benefits of using address books and import tools:

    • Efficiency in managing customer addresses.

    • Simplified process for large datasets.

Link to Loom

https://loom.com/share/a93e922ef1e7451383c1634695cfce54

Alternate Search Terms

bulk upload address book, import customer addresses CSV, mass adding shipping addresses, batch address book upload tool, upload address list to storefront, assign address book to customer group, department level address books, export existing address books, create address book folders via CSV, split addresses into multiple books