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. Save and import.
 

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