What this helps you do

Add many customers from one file or download the exact customer records you need.

Before you start

Use a CSV file, not an Excel workbook. Download Upstorr's sample and instructions so the column names are correct. You can keep only the supported columns you need; unused columns do not have to be included.

Steps

Import customers

  1. Open Customers and select Import.
  2. Download Sample CSV and Instructions from the import window.
  3. Put your customer information into the sample structure.
  4. Add the CSV file and select Upload CSV.
  5. If any row enables email or WhatsApp marketing, select I confirm and continue only if those customers personally gave permission. This closes the consent popup without importing.
  6. Select Upload CSV again to start the import. The Upload button shows Importing... until it finishes. Replacing the file requires a new consent confirmation.

Use yes in the email_marketing or whatsapp_marketing column only when you have that customer's consent. A phone number or email address is not consent.

An email that already belongs to a customer is reported as an error instead of creating a duplicate profile. Valid rows still import. The import window shows how many customers were added and lets you download errors for the rows it skipped. Correct only those skipped rows and upload a new CSV containing only them; do not upload the full file again.

Email, phone, and address are optional in each row, but you must provide at least one customer detail, such as a name, phone number, tag, note, or complete address. You can import an exported customer without adding an email. If you do provide an email, it must be valid and must not already belong to a customer in the store. A complete imported address becomes that customer's default shipping address.

Without an email, Upstorr cannot identify an existing customer from that row. Importing the same email-free row again creates another customer, so check the file before uploading it twice.

If you start an address, finish its first line, city, state, postal code, and country before importing. A country such as India on its own does not count as an address. Enter yes for email marketing only when that row has an email, or for WhatsApp marketing only when it has a phone number.

The admin phone field has a separate country selector, but the CSV does not. Every CSV phone number must include a country calling code. For example, +919876543210 and 919876543210 are accepted and saved as +919876543210. A bare 9876543210 is skipped with a “country code is missing” error, not assumed to be an Indian number. For other countries, start with + and the calling code. Calling codes can have different lengths; Upstorr does not simply take the first two digits of every number.

Separate multiple tags with commas or |. For example, central suburb, ghatkopar imports as two tags: central suburb and ghatkopar. Spaces around each tag are removed. Keep all tags in the same spreadsheet cell. If you edit the raw CSV text, wrap a value containing commas in double quotes: "central suburb, ghatkopar".

To keep a comma or | inside one tag, put a backslash before it. For example, central suburb\, ghatkopar|VIP imports as the two tags central suburb, ghatkopar and VIP. Exports add these escapes automatically so importing them again preserves each tag.

Export customers

Select Export, then choose exactly which records you need:

  • Currently loaded: only customers already loaded into the table on your screen.
  • All customers: every customer in this store, across every page.
  • Selected customers: only the rows you ticked. A selected or currently loaded export supports up to 1,000 customers at once.
  • Current filtered view: every customer matching the current tab and search, including matching rows that have not loaded on screen yet.

Simple example

You search for Mumbai and see the first 50 results. Currently loaded exports those loaded rows. Current filtered view exports every customer that matches the search, even if more results exist on later pages.

Customer exports can contain personal information. Share and store the file carefully.

What happens next

Successful imports appear in the customer list. An export downloads a CSV containing the scope you chose.

The Download error report CSV lists the original row number, email, and error for each problem. Use it to find the rows that need correction.

Common problems

  • Some rows were not imported: download the error file, fix the named rows, and upload only those corrected rows. Successfully imported rows are already saved.
  • The error file names a row: its number points to the line where that customer starts in your original CSV, even if the file has blank lines.
  • An existing customer email is listed as an error: remove that row or use a different, correct email. Other valid rows can still import.
  • An email or phone number is listed as invalid: correct the email spelling or remove letters from the phone number. Include the phone's calling code, then upload only the corrected row.
  • An address is listed as incomplete: finish all required address parts, or leave the address fields blank for that customer.
  • The CSV has invalid quoting: put a value containing a quotation mark inside double quotes, and double the quotation mark inside it. Upload the corrected file again. No rows import when the file itself cannot be read.
  • Selected export is unavailable: select at least one customer and keep the selection at 1,000 or fewer.
  • Marketing confirmation appears: at least one CSV row says yes for a marketing channel, so Upstorr needs your consent confirmation.