2.4 Import Customers


fmCustomers

You are able to import customers from CSV file and create them at your store. To use this option, select Store tab from Store Manager's top menu and open Customers & Orders section.


Customer toolbar


You can easy find the necessary button in the toolbar- 'Import/Export Customers'-  and press it to run import wizard.


Import wizard


Choose import command from the proposed actions below and select the .csv file. Be careful choosing a file to import:


- if it is on your local disk, make sure that this file is readable;


 - if it is from HTTP URL - it should open in your browser;


- if this file from FTP URL - you should have the correct FTP settings.


Select file to import


If you saved import configuration and want to use it for this import procedure, you can download the necessary file by clicking the button 'Load Settings' or may skip it and press 'Next' button to proceed.


On the next step of your import wizard, you should specify delimiters for separation your fields data. The most сommon delimiters are a comma (,), semicolon (;) and tab (<Tab>).


Select fields delimiters


Please note. In most cases, CSV file contains data in a string, so delimiter character serves to separate one column from another. So, be careful, because the incorrect choice of delimiter will cause the data will be


improperly processed and customers will not be imported.


Click 'Next' to continue the process.


The following window contains data that is recommended to leave by default clicking the appropriate button in it.


Base formats and Separators


In the next step of import, you should assign the corresponding fields from CSV file to the appropriate fields of your store database.


Assign .csv Columns


To do that simply click on any database field from the table on the left side, named 'Database Fields', and then click on the corresponding column from your CSV file.


This table allows you to see the list of fields in your store database that can receive import data. In order to link .csv column to database field, you should choose a field on the left side and then click a column at the right side.


For more accuracy of the accession data, you can use in the appropriate database field an expression editor. It helps you to create your own expression for data display in this field.


Expression Editor


'Auto Fill...' option helps you to configure the mapping between fields automatically.


'Predefined' button serves to return your previous steps back if you need.


'Clear' button - to clear all CSV columns in the "Database fields" at the left pane of the window. To proceed you should also specify the customer identification method: by e-mail or by ID (only for update).


Auto fill and Predefined buttons


It helps Store Manager to modify existing data of the customers or add new ones to the customer’s list.


Press ‘Next’ to proceed.


In the 'Preview Import' window, you can check which data will be imported due to your previous import settings. If you have missed something in the preceding steps of the import process, you can turn back by pressing 'Back' button.


At this stage, the import has not started yet.


Preview Import Data


There are some options in the penultimate step of the import process, which includes:


1. You can add new or modify existing customers.


2. You can only add new ones but keep unchanged the existing.


3. You can modify the existing customers, but do not add any new.


Depending on your needs, choose one of the three proposed options.


Import options

While importing new customers you have an opportunity on 'Options...' step to assign them to the specific store:

Associate new customers with shop

 

You can save your import settings into a separate file of .cfg format and download it the next import procedure. Click ‘Save Import Settings’ button and to start import process - ‘Import’ button.


Save import configuration


The last window shows the import results: duration of import procedure, the number of new customers, the total number of customers in database etc.


Finish import wizard


Pressing ‘Finish’ button you close the import wizard.


By eMagicOne Inc.

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