Import/Export Customers

  • CustomersView or Manage Customers → Export Customers
  • Optional (but recommended): Manually add one customer so that you can export a .CSV file and see what fields and variables are needed for importing.
  • The .CSV file will automatically download to your computer. You can then open the file and use the data in it as a reference to set up your import file.

  • Customers View or Manage Customers  Import Customers
  • Upload your file (recommended) or upload it via FTP (need to access FTP? Click Here!and reference the file name noted in 'Step 2' of the import process.
  • On the next screen make sure all fields/columns are mapped correctly → Start Customer Import
  • You will see a pop-up with a loading bar showing the progress of the import. Depending on the size of your file, this could take several minutes.
  • Once the import is complete, you will be able to see your customers under Customers View or Manage Customers.


  • Each customer MUST have an email address and it must be unique. 
  • The email is a unique identifier for customers. 
  • If a customer does not have an email tied to them, their account will not be created. 
  • If multiple customers are using the same email, only one of those accounts (the last one in the import) will be created.