How can I import customers?
Before one can start an import, an import definition needs to be made.
When a new import is done with the similar sort of data the predefined definition can be re-used.
Click on the Import customers icon.
The first step in the procedure is opened. When there is no existing import definition a new one must be created. Therefore either choose an existing import definition or click next to start the creation process.
Upload the file with the to import data by clicking on the upload file button. Navigate to the file containing the import data. If the upload is successful and the data is in the correct format then a green status bar will be displayed. Give the import definition a name.
Once uploaded two options are available.
Ignore lines: if there are no headings; choose the number of lines to ignore before the data is available in the worksheet. Leaving it blank will not ignore any lines
Worksheet: choose the page where the data can be found.
Column mapping
Click Next
An example of the data will be displayed. For each of the entries in Column choose a target column from the appropriate Target column drop down menu.
On this page are a number of conditions and questions that need to be answered.
Click Next
Check if e-mail address is already present (check Box)
Check on initials plus name (check Box)
Check if postal code already present
Skip import line
What to do with duplicates?
Skip import line
Replace the existing customer
Add import line as new customer
Create username and password?
Create no user
Username based on last name, password automatic
Username and password automatic
Userdata based on designated columns
Send userdata via e-mail? No / Yes
Click Next
A new page is opened with the possibility to save the import. Check the number of lines to be imported and the name of the file. when correct and the total corresponds to the expected result proceed
Once it is saved it will be set in a queue to be imported.
The larger the file the longer it might take to import.
Progress can be viewed in the page batch.
configuration mode - system - batches
The file to be imported must always contain column headings
Make sure there are no blank cells in the list, this may cause the import to fail. Always check the number of rows in your file with the number of rows that will be imported, these should be similar.
