Articles on: Email Marketing and Customer Service

Import customers

In this article, you'll learn how to efficiently import your customers' information in bulk using Excel (.xlsx) or CSV files. This feature is particularly helpful if you manage a large customer base, as it saves you significant time while ensuring accuracy. Let's get started!

Step 1 : EasyStore Admin Panel > Customers > 3 dots on the right screen > Import customers

Step 2 : Click on the file format that you prefer

Comma-separated values CSV template (for Opensource users)
Excel workbook .xlsx template (for Excel users)

Step 3 : The file will be downloaded to your device. Locate the file, fill in the applicable fields, and remember to save your changes.

Step 4: Return to your EasyStore admin panel and navigate to Customers > 3 dots on the right screen > Import customers. Choose the file you saved earlier, upload it, and you're all set!

💡To update existing customer information in bulk, you can use an Excel or CSV file. Ensure that the email (primary identifier) in the file matches the email in the Admin panel. If the email doesn’t exist, the system will use the phone number (secondary identifier) to detect and update the records.

If you wish to manually add the customers' information from the EasyStore admin panel, we do have an A-Z guide for you to refer below
Add a new customer (manually)

Updated on: 15/12/2024

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