Migrate customers to EasyStore
In this article:
- Introduction
- Download import template
- Fill in customer details
- About membership tier calculation
- About total spent and orders calculation
- Import template to store
1. Introduction
This guide will walk you through the steps to migrate your customer details from an external platform into EasyStore. By following these instructions, you’ll be able to seamlessly import customer information, ensuring a smooth transition and continued engagement with your customers on EasyStore.
2. Download import template
2.1 Log in to your EasyStore admin panel > Customers > 3 dots menu on the right screen > Import customers.
2.2 Click on your preferred file format: .csv or .xlsx to download it to your device.
3. Fill in customers details
3.1 Open the file and fill in the customer details accordingly.
Title | Specific format, if any | Remark |
|---|---|---|
| If edited will import as new customer | |
First Name |
|
|
Last Name |
|
|
Phone | Numbers only |
|
Gender | Female / Male |
|
Birthdate | Recommend: YYYY-MM-DD |
|
Accepts Marketing | Yes / No | Based on customer’s selection at first purchase, not editable |
Credit Balance | Numbers only |
|
Point Balance | Numbers only |
|
Total Spent |
| System auto calculated, not editable |
Total Orders |
| System auto calculated, not editable |
Average Order Value |
| System auto calculated, not editable |
Image |
| Follow social media profile picture, not editable |
Group |
| Add to group only |
Company |
|
|
Address1 |
|
|
Address2 |
|
|
City |
|
|
Zip |
|
|
Sub District |
|
|
District |
|
|
Province |
|
|
Country Code |
|
|
Joined At |
| Actual signup date, not editable |
Code |
| System auto generated, not editable |
Note |
|
|
Membership Tier |
|
|
Membership Start Date | Recommend: YYYY-MM-DD |
|
Membership Expiry Date | Recommend: YYYY-MM-DD |
|
Membership Spending Adjustment | Numbers only | Fixed legacy spending (to decide membership tier) |
Membership Adjustment Cu-off Date | Recommend: YYYY-MM-DD | The last date which imported orders is included in system calculated legacy spending (to decide membership tier) |
External Lifetime Value | Numbers only | Fixed legacy total spent |
Total Orders Adjustment Legacy | Numbers only | Fixed legacy total number of orders |
Sales Adjustment Legacy Cut-off Date | Recommend: YYYY-MM-DD | The last date which imported orders are included in system calculated legacy total spent and orders |
Blacklist Customer | Yes / No |
|
4. About membership tier calculation
4.1 System will assign customer to membership tier according to customer’s spending calculated based on formula below:
Max (A & B) + C + D
Where:
- A - Membership Spending Adjustment Legacy
- B - Total spent of imported orders on and before Membership Adjustment Legacy Cut Off Date
- C - Total spent of imported orders after Membership Adjustment Legacy Cut Off Date
- D - Total spent of EasyStore orders
Example:
Imported customer details:
Membership Spending Adjustment Legacy: RM400
Imported order history:
- 2025-02-01 : RM200
- 2025-07-31 : RM300 (cut-off date)
- 2025-08-01: RM100
Total EasyStore orders: RM800
The spending amount used to determine membership will be:
Max (400, 200+300) + 100 + 800
= 500 + 100 + 800
= 1400
5. About total spent and orders calculation
5.1 Each customer will have record of total spent and number of orders.
5.2 Similarly, system will set customer’s spending based on formula below:
Max (A & B) + C + D
Where:
- A - Total Spent Adjustment Legacy
- B - Total spent of imported orders on and before Sales Adjustment Legacy Cut Off Date
- C - Total spent of imported orders after Sales Adjustment Legacy Cut Off Date
- D - Total spent of EasyStore orders
5.3 The same formula applies for orders:
Max (A & B) + C + D
Where:
- A - Total Orders Adjustment Legacy
- B - Total of imported orders on and before Sales Adjustment Legacy Cut Off Date
- C - Total of imported orders after Sales Adjustment Legacy Cut Off Date
- D - Total of EasyStore orders
6. Import template to store
6.1 Once done filled up the template, go back to Customers > click on the 3-dot menu on the top right > Import customers > Choose file.
6.2 Double check that the fields and columns are matching > Import.
6.3 Customers are done imported to your store.
Updated on: 29/09/2025
Thank you!