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Import Customers

How Tos (1)

You can find this section under Data Imports/Exports > Import Customers in the IRP Admin left navigation menu.

NOTE: The import process for products, stock attributes, customers, & mailing lists is largely the same; only the columns change. Therefore, you should reference the Import Products video.

You use this section to import customer details in bulk to the IRP. This is one of the most useful features in IRP as it allows you to import large numbers of new customer details effortlessly. All you need to do is complete a template file and then upload it to the IRP.

Note that some details are required — these are shown as non-selectable, greyed-out columns.

When you have completed the straightforward process of configuring the template, you can stage and upload the data with the click of a button.

The Import Customers screen appears as follows (note that if you have not already staged some data, only the top Upload and Stage Customers Import File section will be displayed):

Import Customers

As shown in the screen capture above, there are two tabs:

  • Import Customers: You use this tab to upload your completed customer data file, stage the data and then import it to the IRP.
  • Create Template Import File: You use this tab to set up and download a template file for importing the customer data.

For more details, refer to the How To Import Customers article in this section.

How To Guides (1)

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