Importing/exporting trade customers in bulk

Exporting trade customers

To export your trade customers into a CSV spreadsheet select B2B > View Trade Accounts from the menu. In the top right corner select Export:

A box will then appear. Select prepare your export and allow the system to process your spreadsheet:

Once the system has finished processing the spreadsheet select download your export and the file will be downloaded to your computer’s hard drive:

Importing trade customers

By using a spreadsheet upload you can import trade accounts in bulk to your account. The spreadsheet must be in a specific format in order to process correctly.

To obtain a template of the spreadsheet select B2B > View Trade Accounts from the menu. In the top right corner select Import:

A new box will appear. Select download the import template here:

An editable CSV file of the template will then be downloaded to your computer's hard drive.

Each trade customer should be placed on a new row of the spreadsheet.

The template has the following fields to be filled in:

First Name
Last Name
Date Of Birth
Company
Email Address
If the email address is already in use by another of your customers or if it is invalid, the import will skip importing all the data on the line for the customer. This means the customer would not be created/updated.
Phone
Mobile
Address Line 1
Address Line 2
Address Line 3
City
State/County
ZIP code
Country
In this field place the name of the country the customer is from. The name of the country must be entered according to the names specified in the system. If you don't use the approved name the country information will not import correctly.
Password
Enter a password for the customer’s account which they will then be able to change later.
Reward Points Balance
This field will be available to you if you are using the reward points app.
Website
VAT Number
Global Discount
If the trade customer is to be given a global discount enter it in this field, using only numbers.
Credit Account
If the trade customer has a credit account enter Yes here.
Trade Pricing Band
If you are using the trade pricing bands feature enter the exact name of the band in this field. If the name does not exactly match a trade pricing band it will not work.
Source
This field will be available to you if you are using the how you heard about us app.
Active
Enter Yes if the trade account should be active. Enter No if it should be inactive.
Accepts Marketing
Enter yes if the trade account accepts marketing. Enter no if it doesn't.
No Of Orders
Last Order
Total Spent
Additional Data 1
In the 5 additional data fields you can enter any internal notes you want to store on the trade customer’s account.
Additional Data 2
Additional Data 3
Additional Data 4
Additional Data 5
Notes
Enter any internal notes about the trade account. These will appear in the 'Your Notes' field in the 'Account Notes' section.

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Saving the spreadsheet

In order to successfully upload, the spreadsheet needs to be saved as a CSV file. If you are using an Apple computer save the file as a ‘Windows Comma Separated (.csv)’ file. The upload will not process if the spreadsheet is in any other format.

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Importing the file

To upload your file and import the trade accounts go back to your ‘Trade Accounts’ page and select Import to see this box again:

Select Choose file and find the spreadsheet in your computer’s hard drive.

Once you have attached the file select import.

Allow the system to process the file. If you are uploading a large file it might take some time to process, but don't navigate away from the page. Once the file has uploaded you will see an 'Import completed' success message.

Updating trade customers

Use the import/export system to update your trade customer information in bulk.

First you need to take an export of your current trade customer information, as described in the 'Exporting Trade Customers' section above. Once you have downloaded the export open the spreadsheet on your computer.

Update the fields according to the field guidance. Make sure that you keep the ID (in column A) the same and do not delete it. This unique ID is used by the system to differentiate your trade customers. Changing it will cause your update for the customer to fail.

Once you have finished making changes, save the spreadsheet as a CSV file, and upload the file, as described in the 'Importing Trade Customers' section above.