Importing Customers

To import your existing customer information into Zoey, you must format your files properly. This tutorial will tell you what attributes you need to include in order to successfully import a file.

The file that you upload must be in Comma-Separated Values (CSV) format. Most spreadsheet and database applications can create CSV files- Excel is the most common of these programs. If you use a Mac, save the CSV as CSV (Windows) file- your Zoey store will not be able to read the file otherwise.

The total size of of the CSV file cannot exceed 110M.

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Export Customer List First

It is sometimes easier to start by creating a customer in the Zoey Admin and then to Export your Customer List to get a base file to work from. This file will contain all fields and information from your sample customer and will be easy to build off of.

Customers > Customer List
To export your customer list, check the box of the customer or select all, then use Bulk Actions to Export Selected Customers.

Required Customer Columns

These are written as they should appear in the CSV file column.

email

The customer's email- this will be their log in.

firstname

Customer's first or given name

lastname

Customer's last or family name

group_id

The group to which the customer belongs. By default you already have a few available and you can use 1 for the "General" Group.

Optional Customer Columns

tax_class_id

Overwrites the Customer Group Tax Class with a specific Tax Class for this customer. The value of this row is the ID number of the Tax Class you want to overwrite found in Setup->Tax->Customer Tax Classes

_address_company

Company

_address_country_id

2 letter country, for example US
Find the Country Code at https://support.zoey.com/docs/country-codes

_address_fax

555-123-4567

_address_firstname

First Name

_address_lastname

Last Name

_address_middlename

Middle Name

_address_postcode

10016

_address_prefix

Mr.

_address_region

State/Province for example New York

_address_street

Street Address 1 - currently not possible to import a second street address

_address_suffix

Jr.

_address_telephone

555-123-4567

_address_vat_id

VAT/Tax ID

_address_zoey_shipping_type

Residential or Commercial

address_default_billing

1 to set this as the default Billing Address, otherwise leave blank

address_default_shipping

1 to set this as the default Shipping Address, otherwise leave blank

Here's an example of an upload of new customers which will import without error:

Importing Customers

Customers > Customer List
Click the importer icon between Advanced search and Bulk Actions.

Drag and Drop or upload your file, and select the Import Behavior: Append

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Importing multiple addresses for one customer

If one customer has multiple addresses you can add a new row in the CSV file underneath the customer and simply add the address, take a look at the example below for a customer with 3 addresses

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2 Address Lines

At this moment it's not possible to import data for the second address line.

Deleting Customers via CSV

You can import a two column CSV file

Column Title

Column Value

email

The email address of the Customer who you wish to delete from the Zoey System

_website

base

Then select "Customers" from the Import & Export menu in your left sidebar.

For Entity Type select Customer
For Import Behavior select Delete Entities

Then run the importer, the customers will be deleted.