Import Customer Accounts
Of particular importance to wholesalers is the ability to import lists of customers and their addresses, and mark them as wholesale customers.
- Click Customers > Import Customers.
- Select a file type and download the template.
- The template includes contact and Bill To information, Tax ID, and to mark the customer as wholesale by entering 1 or True in that column.
- You can also mark the customer as tax exempt (value = True/False) and include them in an existing User Group.
- Fill in the First and Last name (required for non-wholesale customers). If marked as wholesale, Business Name is required.
- The column Allow Shipping UnPaid Orders is set to false by default. If set to True, it will allow unpaid orders to be shipped for this customer.
- Save and import.