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How do I import my customers into MerchantPlay using a CSV

Posted on 22nd Jul 2014 in Support

When setting up a new MerchantPlay system, customer data can easily be imported as a CSV file. You can transfer customer data from an existing system that is able to export customer data as a CSV file, renaming the columns to match MerchantPlay, then importing the CSV file directly into MerchantPlay.

In order to import new customers into the system using our CSV template, you would need to do the following in sequence:

  1. Create new customer groups (if any)
  2. Download CSV template that can be found at Customers -> Import
  3. Enter customer details into CSV template
  4. Chose CSV template as the file to be imported
  5. Click on import button to upload

Before you start, you’ll need to have some information ready which is required for you to enter into the CSV template:

1. grp - The unique group number of your product. It should be numeric. This must be the unique customer group number that will be generated by the system when you create the customer group (please see example below - the group number is the numeric number at the beginning of the type name).

2. code - The code number for your customer. Every customer must have a unique code number for identification purpose. Make sure it only has letters and numbers. It is not advisable to have spaces or symbols in here although the system allows you to do so.

3. company - The company name that your customer works for.

4. first_name - The first name of your customer.

5. last_name - The last name of your customer.

6. gender - The gender of your customer. It should be either Male or Female. The first letter should be capital.

7. dob_day - The day of birth of your customer. It should be numeric and falls between range of 1-31.

8. dob_month - The month of birth of your customer. It should be numeric and falls between range of 1-12.

9. dob_year - The year of birth of your customer. It should be numeric and has four digits.

10. phone - The phone number of your customer if any.

11. mobile - The mobile phone number of your customer if any.

12. fax - The fax number of your customer if any.

13. email - The email address of your customer if any.

14. website - The website url of your customer if any.

15. twitter - The twitter username (email) of your customer if any.

16. street_1 - The first line of the address of residence/commercial of your customer if any.

17. street_2 - The second line of the address of residence/commercial of your customer if any.

18. zip - The postal code of residence/commercial of your customer if any.

19. state - The state of residence/commercial of your customer if any.

20. city - The city of residence/commercial of your customer if any.

21. country - The country of residence/commercial of your customer if any.

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