Bulk Import
On the customer list page, tap then Download CSV template to download the customer template.
Within the template, 2 sample rows of data have been provided; these can be deleted.
Input customer data ensuring there are no duplicate email addresses. The CSV file must remain as a CSV file when saving.
Tap then Import to import the customers. The import will fail if there are duplicate email addresses or errors in the CSV. A list of reasons why the template failed to import will be displayed with the option to retry once the errors are rectified.
Tip: Ensure spreadsheet column formatting remains as text. Watch out for this in Excel.
Export customers
Tap then Export to export the current product list view. Only the current filtered view will be exported. The product details and stock levels will be exported.
Add a customer
For guidance on manually adding a customer, please refer to the Customers section of the help centre.