Import Customers Via CSV

In this article

In this article, we will walk you through on how to import all your customers via CSV. Let's get started.

Download the CSV Template

  1. Navigate to https://app.yoprint.com/customer.
  2. Click on Download Product CSV Template.

CSV Format

Let's start by looking at the fields related.

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
FALSE - if customer is NOT tax exempt

Required

customer_resale_number Optional

Primary Contact Details

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.
Required
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.
Optional
contact_email Email of the primary contact. Either a phone number or email address is required.
Required if contact_phone is not provided
contact_phone Phone number of the primary contact. We recommend using the international format: +1 777-555-4444
Required if contact_email is not provided
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.
Required if contact_phone is provided
contact_fax Fax number of the primary contact. We recommend using the international 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.
Required if contact_fax is provided

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

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

Upload the CSV

  1. Navigate to https://app.yoprint.com/customer.
  2. Click on Upload Product CSV Template.
  3. Select the file to upload

At this point, the import process will start. The time it takes for us to process will vary based on the number of rows you have.

How do I know when my import is completed?

We will notify you via email to let you know that the import process is complete. 

Additionally, you can also find the status by going to https://app.yoprint.com/customer and hovering over the upload button.

What happens if there were errors in my CSV?

We will notify you via email whenever an error occurs during the import process. We will attach a link to a file that contains all the rows we've failed to import along with the reason why it failed. This should help you fix the offending rows and retry the upload process. 

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