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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.

 

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