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In this
tutorial, we'll learn how to import
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large quantities of customer data
using a dedicated import tool.
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To start off with, we're going to navigate
to the customer management screen.
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So if we go to customers
and customer management,
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this will show is a list
of all of the customers currently created
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in this particular storefront.
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In this particular example,
we can see there's only one.
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If we want to mass import our customers,
we can go across
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to the CSV import tab.
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There's a lot of information
detailed on here
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to try and help you through this process
nice and smoothly.
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So you can have a read through
what it expects
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from the different bits of information.
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One important thing to remember
is that we recommend
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that you only import 200 per sheet.
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So we import a CSV documents.
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We recommend that you limit
it to 200 customers per CSV document.
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You can import multiple CSV documents
one after the other.
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That's no problem at all.
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But try and limit it
to 200 for each individual sheet.
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If you scroll
right down to the bottom of this page,
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you have got the ability to download
a template CSV and this saves you having
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to create all of the headings yourself
and potentially making human error.
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Ask mistakes in just typing or copying
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and pasting or whatever you need to do.
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So download this
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and you'll end up with something like
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this document here.
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So this gives you all the necessary
headings that you require
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along with a sample user.
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Just giving you
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an idea of what expectations
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these columns have.
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Now we'll populate
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our CSV template
with our own customer data.
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We have a sample available,
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so I'll show you now
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that we have nine
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sets of customer data
that we intend to import,
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three different companies are represented
by these customer data.
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We've got Red Company,
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we've got Blue Company
and we've got Green Company.
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Each of red, blue and green
have an administrator, an approver
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and a general user.
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And what you'll find
is that as we look across these columns,
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those users have tried to be set up
as such
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in the respective columns.
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So for example, if I look in
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departments which we set up
in a previous video, you can see that
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they've been put in a relevant department
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based on their company.
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Some of them have been assigned
specific customer roles,
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so that will give them
certain access rights.
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They've been assigned
to particular companies
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and there's some
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address information
being imported in there as well.
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You don't need to fill in
every single column,
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just the information
that you feel your customer import needs.
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There are some bits of information
which will be mandatory.
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So, for example, the entry of a password.
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So I'm going to close this down.
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It's a good idea to close the sheet down
before you try and import it.
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Scroll
back to the top of the CSV import list
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and then select the file
that you want to import.
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Once you're happy, click on import
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and this will give you very detailed
feedback
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as to which imports have been successful
and which have not.
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So you can see from this particular CSV
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that we imported here
that there has been a few problems.
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So it's saying the six user accounts
were successfully updated.
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Three users could not be imported.
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Now, that's
not a massive amount of information.
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So I might want to see a little bit
more detail related to that.
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And I can download an associated report
which will tell me exactly what fails
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in this link here
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and what it's saying.
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So my administrator rows
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so row zero, three and six.
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So let's just open our CSV sheet again
just to get some context.
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So this will be zero
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three and six administrator roles
where we've actually assigned
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the role of administrator
to these particular users.
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We can see that it's saying
that the password format is incorrect.
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So it's very detailed set of information
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and it's telling us
exactly what we would need to change,
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exactly what we need to change before
we can successfully import
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those customers.
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So I'm going to go
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ahead and make those changes,
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save those,
and then I'm going to re-import
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that information.
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You can see now
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that all nine user accounts
have been successfully updated.
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We haven't ended up with duplicates
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of those duplicate entries
from the two imports.
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So everything is now set up
as we expected.
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If we look in the list of users
that we've imported,
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we can get a feel for the information
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that has been inserted and defined.
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So for example, we've got our approver,
who's part of the red company
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in the red company department
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with approver roles.
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I come down to my admins.
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We can see that refined or defined
as storefront
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administrators in the relevant department
and the relevant company.
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For example.
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So the import has been successful.
