Step 3: Adding your Customers
In this article
Next step is to add all of your existing customers. To get started, let's head over to Sales > Customers
Using CSV Import
If you want to bulk import list of customers, it's best to use our CSV import system. To get started, click on Download CSV Template to download a file. This file contains all the headers required by our system in order to import successfully.
Let's start by looking at fields related to customer details.
| Headers | Value Options |
|---|---|
| customer_name | Customers name should be the business name / organization name. In cases where order is from someone who is not part of an organization, you may just use their name. Required |
| customer_website | Website url should start with either http:// or https://. Optional |
| customer_internal_notes | Any notes relevant to the customer. Internal notes are never exposed to your customer. Optional |
| customer_tax_exempt | TRUE - if customer is tax exempt Required |
| customer_resale_number | Optional |
| shipping_label | Two letter lower cased country code for the primary contact's fax number. Value is required if contact_phone is provided. Learn more about country codes.Optional |
You can optionally provide a primary contact information.
| Headers | Value Options |
|---|---|
| contact_first_name | First name of the primary contact for this business / organization. In cases where customer is not a business / organization, just use the customers first name. If there is no primary contact, leave it blank.Optional |
| contact_last_name | Last name of the primary contact for this business / organization. In cases where customer is not a business / organization, just use the customers last name. If there is no primary contact, leave it blank.Required |
| contact_email | Email of the primary contact. Either a phone number or email address is required. If there is no primary contact, leave it blank. Conditional Required |
| contact_phone | Phone number of the primary contact. Either a phone number or email address is required. We recommend using the following format: +1 777-555-4444 Conditional Required |
| contact_phone_country | Two letter lower cased country code for the primary contact's phone number. Value is required if contact_phone is provided. Example, 'us' Learn more about country codes.Conditional Required |
| contact_fax | Fax number of the primary contact. We recommend using the following format: +1 777-555-4444 Optional |
| contact_fax_country | Two letter lower cased country code for the primary contact's fax number. Value is required if contact_fax is provided. Example, 'us' Learn more about country codes.Conditional Required |
Next you can provide an optional primary shipping address
| Headers | Value Options |
|---|---|
| shipping_label | A descriptive label for the address. Example 'Shopfront'. Required |
| shipping_address_1 | First line of shipping address. Example '1001 4TH AVE' Required |
| shipping_address_2 | Second line of shipping address. Example 'STE 500' Optional |
| shipping_city | City of the shipping address. Example 'Seattle' Required |
| shipping_state | State of the shipping address. Example 'Washington' Required |
| shipping_country_code | Two letter lower cased country code of the shipping address. Learn more about country codes. Example 'us' Optional |
| shipping_postcode | Postal code of the shipping address. Example '98121' Required |
Finally, you can provide an optional primary billing address
| Headers | Value Options |
|---|---|
| billing_label | A descriptive label for the address. Example 'Shopfront'. Required |
| billing_address_1 | First line of billing address. Example '1001 4TH AVE' Required |
| billing_address_2 | Second line of billing address. Example 'STE 500' Optional |
| billing_city | City of the billing address. Example 'Seattle' Required |
| billing_state | State of the billing address. Example 'Washington' Required |
| billing_country_code | Two letter lower cased country code of the billing address. Learn more about country codes. Example 'us' Optional |
| billing_postcode | Postal code of the billing address. Example '98121' Required |
Create a new Customer
Let's take a look at how to use the UI to create a customer now. Click on + Customer button.
Once you have created a customer, you can add more details on the next screen.
