Customers Import

This guide contains stepwise instructions on how to import your customers into SubscriptionFlow.

Sample File/s:

Customers Sample File

Customers with Contacts Sample File

Customers with Payment Methods Sample File

Step 1: File Preparation

First, prepare your file for import. 

Use any spreadsheet software to organize your data and export it to CSV format in the final step. The following columns/fields are required for the successful import of customers.

Required Fields for Customers Import

Customers
Customer Name*	The name of the customer that identifies them.
Email*	An email address.

Required Fields for Customers + Contacts Import

Customers
Customer Name*	The name of the customer that identifies them.
Email*	An email address.
Contact Last Name*	The last name of the contact linked to the customer.

Required Fields for Customers + Payment Methods Import

Customers
Customer Name*	The name of the customer that identifies them.
Email*	An email address.
Payment Method
Customer Profile id*	The unique identifier of the customer inside the payment gateway.
Payment Method id*	A customer can have multiple payment methods listed e.g. a card and a digital wallet. This ID specified which of the payment methods inside the Payment Gateway should be charged.
Last Name*	Last name of the account holder e.g. bank account title or cardholder’s name.
Payment Gateway*	The name of the payment gateway in SubscriptionFlow e.g. Stripe, Braintree, Adyen, etc.

Where to Locate Payment Method Fields?

This information can be accessed differently based on your payment gateway. In the case of Stripe, navigate to customers, then click on a customer and locate the Customer Profile ID, payment method ID, and Last name parameters.

Step 2: File Upload

1. Enter the ‘Customers’ module from your dashboard and click on the ‘Import’ button in the top right corner.

2. Next, select whether you wish to just import customers (Name, Email) or want to upload their contacts and/or payment details as well. Use the sample files provided as a reference to format your own files. Click ‘Start Import’.

3. To import customers and their payment methods, select the appropriate option. Then ‘Start Import’.

4. Note that only files in the CSV format are supported for upload.

5. Here are two sample customer data files in the CSV format. They contain the required fields for customer import (file 1) and customer + payment method import (file 2).

File 1

 

File 2

6. Upload the file to SubscriptionFlow. Click ‘Next’.

Step 3: Field Mapping

Importing Customers 

7. Next, map the fields in your file to the relevant field inside SubscriptionFlow. The ‘Required Fields’ guide to the right helps you understand & track what information is required for a successful import.

8. The system maps some fields automatically e.g. the billing country in this case. You can ‘Unmap All Fields’ and start from scratch. Map all the fields in your file using the dropdown menu containing fields in SubscriptionFlow.

Note: ID refers to a unique customer identifier inside the system. This is never a mandatory field as the system generates its own unique IDs when customers are created via import. However, if you want to use your own IDs, you can simply upload and map them during import. 

9. Once you’ve mapped the fields, you can also create a default field that applies to all the customers in the list. For example, currency can be set to the US dollar.

 

Importing Customers + Payment Methods

10. The required fields in this case will have additional fields related to the payment method. Refer to the file preparation section to learn more about them. Map all required fields across the foreign file and the system.

Step 4: Advanced Settings 

11. Scroll down after field mapping to the Advanced Settings. Check ‘Update Existing’ if you want the system to overwrite old data for any customer already present inside the system. In this case if the system matches the ID inside the file with an existing ID it will simply update the information linked to the customer holding that unique ID.  

12. Alternatively, choose ‘Do not import existing’ to simply skip any ID that is already present in the system.

13. Check ‘Run Workflows’ to allow all automated workflows to get triggered soon as the customer is created within the system.

14. Check ‘Send Emails’ to send automated email cadences to new records soon as they are created.

15. You can also save this field mapping to use later for another customer import. Click ‘Next’.

16. For customer import with payment methods, the advanced settings are the same. The only difference is that you must also select one of your active payment gateways from the dropdown. Then click ‘Next’.

Step 5: Troubleshooting Errors

17. Wait for the import to complete, then scroll to the right to see if the records were imported/updated successfully. If any error arose, the details can be retrieved from the errors file at the extreme right. 

18. Navigate back to the ‘Customers’ dashboard once import is complete. You will be able to see the customer data from your CSV file that was used to create customers inside the system.

File 1 Customers Import

 

File 2 Customers + Payment Methods Import

19. Click on any customer imported to see the detailed view. Scroll down to the Payment Methods tab to see the payment method that was also imported. 

And that is how you can import customers alongside their contacts and payment methods.