Refer to the list below for the Customer Bulk Import Columns and the general guidelines to fill in the columns accordingly.
A*. full_name
Enter customer’s full name.
B. address_street_1
Enter customer address details.
C. address_street_2
Enter customer address details.
D. address_postal_code
Enter postal code of customer address.
E. address_city
Enter the city of customer address.
F. address_state
Enter the state of customer address.
G. address_country
Enter the country of customer address.
H. notes
Enter remarks, if needed.
I. email
Enter customer’s email address.
J. phone_number
Enter customer’s phone number. (home, office number, etc.)
K. identifier_value
L. identifier_type
M date_of_birth
Enter customer’s birthday in DD/MM/YY format.
N. gender
Enter male or female.
O. prefix
Enter Mr/ Mrs/ Ms/ Dr.
P*. mobile_number
Enter customer’s mobile number.
💡 This information can be used to search for customers at POS.
Q. fax_number
Enter customer’s fax number
R*. lookup_id
Users can choose to enter ID number or phone number or membership ID.
S. membership_tier
Enter membership tier. For more information, see Membership Tier.
T. membership_point
Allow users to import membership points associated with the customer.
U. membership_expire_date
Enter membership tier expiry date in DD/MM/YY format.
V. credit_balance
Allow users to import credit balances associated with the customer.
W. customer_group_names
Enter the customer group. For more information, see Customer Groups.
X. allow_credit_transactions
Only enter TRUE or FALSE.
● “TRUE” to allow customers to purchase and spend credits.
● “FALSE” or left blank to disallow.
Y. allow_account_transactions
Only enter TRUE or FALSE.
● “TRUE” to allow this field to enable customers perform on-account transactions.
● “FALSE” or left blank to disallow.
💡 Once enabled, customers’ payments can be owed and only to be cleared in the future.
* Compulsory fields
💡 Any optional columns which are not carrying any data can be deleted to enhance data import speed.
