Importing/Exporting Customers
You can mass import and export your customers list quickly through your B2B Wave eCommerce platform.
Importing Customers
To import customers for the first time on your B2B portal, complete these steps:
Step 1. Go to Tools >Import Customers menu on your Admin Dashboard.
Step 2. On the page that opens, you can download our customer list template by clicking on “Sample file import” in .xlsx format.
You can populate this file to mass import your customers. This spreadsheet features the necessary information your imported file is recommended to include. Specifically:
| company_name | Enter the name of the customer’s company |
| Type the company’s primary email address | |
| name | Fill in the company’s primary contact name |
| phone | Add the company’s primary phone number |
| created_at | Refers to the date on which this customer entry was created. Add the date in the following format: Month/Day/Year |
| updated_at | Corresponds to the date on which a customer’s entry was last updated. Type the date in the following format: Month/Day/Year |
| approved | Enter “1”in this field if you have approved the customer |
| is_active | Fill in “1” if the customer is active |
| disable_ordering | Type “1” if the customer is not allowed to place orders on your B2B portal |
| company_activities | Enter short description of the customer’s activity (e.g., Retailer, Supplier) |
| discount_percentage | Add the discount percentage that applies to the customer, if applicable. This discount applies toall products you sell to them. Leave this field blank if no discount applies to the customer |
| sales_reps | Type the name(s) of the sales reps assigned to this company. When filling in the file, remember to separate each name with a semicolon (;) |
| pricelist | Enter the price list name assigned to this customer(e.g., Basic Price List) |
| tax_group | Type the tax group the customer belongs to |
| comments_admin | Add any private comments about this company |
| reference_code | Fill in the customer’s reference code |
| customer_id | Add the customer’s company ID number. This information is useful for making API requests |
| address | Type the customer’s company address |
| city | Enter the customer’s city |
| province | Fill in the customer’s company province or state, if applicable |
| country | Add the customer’s country |
| postal_code | Enter the customer’s zip/postal code |
| website | Type the customer’s company website, if applicable |
| company_number | Fill in the customer’s company number |
| tax_id | Add the customer’s companyVAT/Sales Tax number |
| invoice_same | Enter “1” if the customer’s company primary address is the same as the company's invoice address |
| invoice_company_name | Fill in the company’s name as it should appear on the billing details |
| invoice_name | Enter the name that should appear on the company’s billing details |
| invoice_phone | Type in the phone number for the customer’s billing details |
| invoice_address | Add the address that should appear on the customer’s billing details |
| invoice_city | Enter the city that should appear on the customer’s billing details |
| invoice_province | Enter the province or state that should appear on the customer’s billing details, if applicable |
| invoice_country | Enter the country that should appear on the customer’s billing details |
| invoice_postal_code | Fill in the postal code that should appear on the customer’s billing details |
| invoice_tax_id | Add the VAT/Sales Tax number that should appear on the customer’s billing details |
| latest_order_submitted_at | Refers to the date and time of a customer’s last order (e.g.,"12/16/2019 10:54") |
| customer_preferred_products | Enter the products suggested for a specific customer separating product codes/SKUs with a comma (,) |
| payment_options | Type the customer’s payment options (e.g., Cash On Delivery,Credit Card [with Stripe]), separating them with a comma (,) |
| shipping_options | Add the customer’s shipping options (e.g., Free Shipping,$10 Flat, UPS), separating them with a comma (,) |
| privacy_groups | Enter the privacy groups the customer belongs to, if applicable. When filling this field, remember to separate each group with a comma (,) |
| enable_api | Enter "1" if the API is enabled for this customer |
| receive_email_notifications | Enter "1" to allow email notifications for this customer. You can enable or disable this through the “Email Settings” tab on the “Editing customer” page in your Admin Dashboard) |
| custom_msrp_pricelist | Enter the name of the MSRP price list |
Step 3. When you are ready to import your customer list, go to Tools >Import Customers and upload your file by clicking “Choose File.” Remember that your file should be in .xlsx format.
Updating Customers
To update or add customers in bulk to your existing customer list, follow these steps:
Step 1. Go to Tools> Import Customers and click “export existing customers.”
Step 2. Open the spreadsheet and make the relevant changes. Then, repeat Step 3, as described above, to import your changes.