Importing and exporting your customers

From Spiffy Stores Knowledge Base

You are able to Export your customer data using CSV (Comma-Separated Values) or Excel spreadsheet files.

When exporting data, you can choose to either export your entire customer database, or you can filter your customer list using a saved custom search, and then export just the customers selected by the filters.

You can also Import new customers into your store using a CSV file.

This feature gives you the ability to perform a bulk import of customer records into your store, which is useful if you want to migrate an existing customer database from a previous system. It is also useful if you want to import the customer data that you have collected from other marketing efforts such as trade shows or email campaigns.

Exporting Customers

You will find all the export and import options on the Customers page, in the sidebar at the bottom.

You will see three sections in the Import and Export box.

  • Export All Customers
  • Export Current Customer Group
  • Import Customers

Each of the export sections indicates how many customer records will be included in the export file.

Choose Export All Customers if you want to select the entire customer database. You will find two links in that section offering you a choice to download either a CSV file or an Excel spreadsheet file.

The second section Export Current Customer Group will allow you to export only the customer records that have been filtered by the currently selected filters and tags. Again, you will find two links in that section offering you the choice to download either a CSV file or an Excel spreadsheet file.

Importing Customers

Select the Export all products link on the Products page to download a CSV file containing all of the products in your online store. This file can be used as a backup for your product data, or as a template which you can modify to create an update CSV file to modify your product data.

Please refer to the following section on Importing Products for details on the format of the CSV file.