Importing customers

 

In your Hiboutik account, you can import an existing customer database with a spreadsheet file (.csv, .xls,…).

In Settings/Users/Access Management, enable the right: “Manage the export and import customer files”.

Then, go to Customers/Customer settings/Upload data, and download the template file.
The template file is a .CSV file (semicolon as delimiter and with an UTF-8 character encoding) you could normally open in any spreadsheet program like Excel.

This file has as many different columns as there are different customer criteria you can import in your Hiboutik account:

Name Notes
Last name  
First name  
Email Single data. You cannot use the same email address for two customers.
Title Gender of your customer: 1 for male or 2 for female.
Company  
Address  
Postal code Zip code.
City  
State  
Country In ISO 3161-1 alpha-3 format (ex: GBR for the UK, USA for the USA)
Phone Preferably with no blank neither delimiter. You should format these cells as text to keep the initial 0.
Date of birth format AAAA-MM-JJ
Note Max. 255 characters.
Loyalty points Number of loyalty points assigned to your customer, that will be added to loyalty points earned in sales.
EAN Single code to identify your customer.

If you have no data for a column, leave it empty.
You should not delete any column.
You should not alter the order of the columns.
The first line of your file (names of your columns) will not be imported.

You can use the Replace function of your spreadsheet to substitute data in your import file. ex: Replace “Male” with “1”.

Then save your import file (preferably in .CSV with semicolon as delimiter and UTF-8 for encoding).
And import it in Customers/Customer settings/Upload data in your Hiboutik account.
Check data imported and confirm it.

In Customers/Customer settings, you can also import your Customer tags, with a CSV file with two columns: the first one for your customer ID and the second one for the tag ID.

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