Import Customer Accounts

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

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