Overview
This article walks you through adding many customers at once from a spreadsheet, and choosing which fields you collect about them. By the end, you'll be able to import or update your whole user list in one go.
Prerequisites
You are logged in to the Admin Panel as a store admin.
Step 1: Configure your user fields
Go to Settings > Customer identity.
Choose the Primary identifier (Employee Number or Email) used to match people on re-import.
Under Field Configuration, tick which fields are Visible in the import and which are Required.
Step 2: Download the template
Download the spreadsheet template so your columns match your configured fields.
Step 3: Import your file
Go to Customers and click Import employees.
Upload your .xlsx file (up to 5,000 rows), then follow the steps: Map columns, Fix errors, Review, Done.
Choose a mode: Add & update only (adds new and updates existing) or Replace roster (anyone not in the file is deactivated).
Note: Replace roster deactivates anyone not in the uploaded file (they lose store access and login). You'll get a chance to confirm first. |
What's next?
See: Controlling store access and customer sign-in.