Of particular importance to wholesalers is to be able to import lists of customers and their addresses, and mark them as wholesale customers.
- Navigate Customer > Import Customers.
- Select a file type and download the template.
- The template includes contact info and Bill To info, Tax ID, and to mark 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. First and Last name are required for non-wholesale customers. If marked as wholesale, Business Name is required.
- Save and import.