Importing customers and creating accounts
You can create customers or users in the platform via 4 mechanisms:
The user can register direct in the platform when accessing any content or functionality that requires an authenticated user. Any custom fields that you have created for the account will appear in the registration.
If you'd like to have an additional validation of the customer by an Administrator, you change the registration settings. Immediately after registration, the customer will have a profile where relevant interactions are logged.
Importing Multiple Customers
You can import customer using a CSV and create accounts.
Go to Account > Customers > People, click on + New in the top right corner and select Import Users.
You'll see a summary of previous imports with the following fields.
|File Name||File name of your CSV.|
|Status||Pending, Processing, Processed.|
|Total||Total number of customers.|
|Created||Number of new customer accounts created.|
|Ignored||Number of customers not created because they already exist.|
|Updated||Number of customers updated with new information. The email acts as the unique id and will update new information of the customer.|
|Failed||Number of customers that failed to import.|
|Imported On||The date and time of the import.|
To do a new import select . A modal will appear.
Select the .CSV Upload. Select the checkbox if there is a header with column names. The .CSV file must at least have a first name, last name and email field and will accept more than 1mb at a time when importing customer this way.
To continue select .
The .csv will be analyzed and you can map custom fields in the platform as shown below.
The left column applies certain rules to the import.
Select Encoding, to select the file format. Most CSV files are in UTF-8, if you're not sure leave the default option. Select separator, if you're using something other than coma to separate fields.
You can preview the fields to be imported on the right and do the mapping by selecting the drop down.
There are 4 options related to the import shown on the left:
|Activate user account||Imports and activates customer accounts in the platform.|
|Send notification email||Notifies customers via an email that they have had an account created in the platform.|
|Add users to sites||Creates an account and associates customers with specific sites.|
|Update users||If selected, updates the customer information associated with the current email in the platform. If not selected, ignores the import of that specific customer.|
When applying mapping options, these are the available fields that can be mapped to the customer account:
|Defines Email. (required)|
|First Name||Defines First Name.(required)|
|Last Name||Defines Last Name. (required)|
|Date of Birth||Defines the date of birth.|
|Gender||Defines the gender.|
|Password||Creates a password.|
|Create a Custom Field||Creates either a new custom text field, or allows you to select a current custom field. Learn more about custom fields at registration.|
|Tags||Allows you to tag users to search, index and create target customers.|
External Forms Create Customer Accounts
The platform allows you to create forms that can be embedded in any site or application to gather data. Learn more about forms.
When forms are submitted, they require at least a first name, last name and email which creates the base account of the customer.
All data from forms are non-anonymous and is associated with the email and base customer account. Therefore all form submissions create base customer accounts. When importing data you can update this base customer account by selecting "Update users" during the import process.
The platform API allows developers to create customer accounts. Developers with API privileges can generate customers using the correct JSON format to send data.