Customer Import Overview | Time-Saving Toolbox

0:00 we're going to start off with a few importing tools and bulk importing tools that we have available. So there's various areas of the software where you can utilize excel sheets or CSVs to actually bring in bulk amounts of information rather than having to create everything manually.
0:22 I'm pretty sure most of you have probably tried to create customers manually, create products manually and whilst the interface is brilliant and it can all be done and easily done, it can be a time consuming process.
0:33 So anyway to speed this up is often more than welcome. Let's start off with the customer import and how that works.
0:43 So here's the general process before we dig into an actual demonstration of it. All you're basically doing is downloading an empty template that we provide to you.
0:52 That will give you the correct format of CSV that infigo requires. You can then add new rows to this or modify or import and then modify existing rows to populate the new information, the new customers you want to create.
1:10 And then you can bulk upload those CSVs, so they actually add new customers to your storefront on mass rather than doing it one other time.
1:21 So let's take a look at this. I've got a very messy but very useful storefront I've made to go alongside this particular webinar.
1:31 So on its own, it will probably make absolutely no sense, because there's just bits of things here there and everywhere.
1:36 But it's got a lot of examples related to this particular webinar. So I'm going to start off by going into my admin area, going to my customer management screen, CSV imports.
1:53 And then you'll see here that we have the ability to download a customer template CSV. Now, unlike other areas where we can download templates, this is not a pre-populated template.
2:05 This is not going to contain your existing customers, this is just an empty template you can download and then subsequently populate.
2:12 Okay, so download customer template CSV. That will give you a nice blank template that you can utilize with one sample row already put in there.
2:24 I'll try and make that as big as I can. Now, that will have loads of different rows to do with loads of different information available about the customer.
2:33 It can be address information, names, user names, emails, passwords. and you can put additional addresses in there as well, custom information that's assigned to the customer, anything that you've got specified in your actual system or you can specify on the main customer specification screen, you can
2:54 put in here and then it will automatically populate. So this is the exact format we need. All you're doing is adding some new rows to this particular sheet.
3:06 So something like this, for example, which is a automatically populated one, and then you're just going to re-import that into your infigo system.
3:24 So come back to your CSV import, click on the import screen, locate the CSV and then just upload it. That's all you need to do.
3:33 That will automatically create your customers. If there's any problems with it, so if there's any particular rows that can't be uploaded or there's any particular errors, it will give you a nice, concise report on what exactly those problems were and you'd be able to modify those and make the changes
3:53 and try to upload it again. I will mention as well that you don't need to fill in every single field on this form either.
4:01 So you'll see that some of them are empty. Racking my memory here, but I think the main thing you'll need to include is an email and a password.
4:13 So an identifier and a password. Maybe not even a password, but everything else should be modifiable.