How to import Customers using CSV

How to import Customers using CSV

If you have a customer list that you want to use in Shopify, then you can enter it into a customer CSV file, and then import the CSV file into your Shopify admin. This is a step to step guide to import Customers using CSV.

 

Process:

Customers can be imported via CSV file. Following are the steps to import customers.

Remember we do not permit cold emailing, so the customers you are importing must be related to you in some way. e.g. retail store customers, prospective customers who visited your stall in a show and filled out a form, etc.

Step 1. Login to AiTrillion.

Step 2. Go to Email Marketing > Audience > Import


Step 3. Click on the Upload CSV button on the top-right corner of the screen.


To import a CSV you have to follow a few steps outlined below-

A. Import contacts and enter the required details. After following the instructions click on the NEXT button to proceed.


 


B. Map the columns available in the CSV file and click on the Next button to proceed. Note: File columns can be customized for mapping using Custom Fields. For guidance Click Here.


C. Now add the contacts to an existing list or create a new list. Then, click on the Next button to proceed. customer-csv-step-3

D. Review all the entered details. If any detail needs to be edited then click on the Back button and modify the detail step-wise. After completing the process, click on the Finish button.

Note: If you want to receive an email on import process completion then enter your email. 

customer-csv-step-4



    • Related Articles

    • How to import Loyalty Data from CSV File

      AiTrillion allows you to import loyalty data from another app with ease. Just follow the steps below: Step 1. Login to AiTrillion. Step 2. Go to Loyalty Rewards > Members > Import Members. Step 3. Click on the Download Sample CSV button. Step 4. Fill ...
    • How to assign Customers in a List

      Now you can manage lists for your customers that can be used to reach them in a personalized way. Step 1: Navigate to the customers section of AiTrillion. Step 2. In the customers section navigate to the timeline. Step 3. On the right side click on ...
    • How to activate or deactivate Customers

      Inactive customers are those who will not be counted in the AiTrillion billing and will not be a part of your AiTrillion system including email, sms or Web Push. However a purchase by an inactive customer will reactivate him in AiTrillion. Note: ...
    • How To View And Export CSV Of Customers Submission List From The Form?

      Form builder gives you an option to export your customer’s submissions. You can view the submission results directly through the application. Additionally, you can also export your data to a CSV file. To view your total submissions, please click on ...
    • How To Import Bulk Members Through CSV On Recurring Membership App?

      AAA Membership + Subscription app gives you an option to import bulk members through CSV on the membership plans. You can import the members into a free membership plan or a paid membership plan. When you import members in a paid plan. You need to ...