Moving from another tool? You can upload a CSV of your existing customers and we will guide you through matching the columns. Once imported, those customers can sign in, see their order history, and receive emails from your page.
What you need before you start
- A CSV file of your customers (exported from a spreadsheet or another tool)
- An email column for each customer — this is the only required field
- Optional columns the import understands: first name, last name, phone, date of birth, accepts marketing, tags, and segment
Import your list
- 1
Open Orders > Customers, then View all customers
In the sidebar, click Orders, then Customers, then click View all customers to open the directory. Click Import customers in the top right.
- 2
Download the template (optional but recommended)
On the import page, click Download sample CSV template to grab a CSV with the exact columns we recognise. Paste your data into it to skip most of the column-matching work later.
- 3
Upload your CSV
Drop the file into the upload area. We read the column names so we can suggest matches in the next step.
- 4
Match the columns
We auto-match the columns we recognise — like email, name, phone, date of birth, and marketing opt-in. Check each one, fix anything that didn't match, and map tags and segment yourself if you have them. Email must be mapped before you can continue.
- 5
Preview the data and choose how to handle duplicates
Look at the first few rows to make sure each column lines up with the field you expect. On this step you also pick what happens to customers who already exist: Skip duplicates (the default), Update existing customers, or Create with modified email.
- 6
Run the import
Click Import to start. You will see progress, then a summary of how many customers were created, updated, skipped, or failed. Rows with a missing or invalid email show up as failed so you can fix them.
Put multiple tags in one cell
Separate multiple tags with semicolons in the same cell (for example, "vip;regular"). Segment takes a single value per row.
You decide what happens to duplicates
If an email in your CSV already exists, the import follows the choice you made on the preview step — skip them (the default), update them with the new details, or add them under a slightly different email. Pick Update existing customers if you want to merge.
Frequently asked questions
Will imported customers receive an email?
No. Importing doesn't send anything — customers simply land in your list. They'll receive your normal order emails once they place an order.
Can I import order history too?
Not from this tool. The import brings in customer records and contact details. Order history needs to live in your previous tool, or you can rebuild it with manual orders for the most important ones.
What happens if my CSV has bad data?
Rows with a missing or invalid email are reported as failed, and we tell you exactly how many. Fix those rows and upload again — and if you chose Update existing customers, re-uploading updates the matching customers instead of duplicating them.