Upload and manage multiple customer profiles at once with the bulk import tool.
NOTE: Before you make any modification to your list of customers, we recommend exporting it as a CSV file, so you can always revert back to the previous state in case any issues come up.
- Visit the Customer Vault page.
- Click the More Actions button located on the right-top of the page and select Import Customers. A popup will be prompted and it’s going to guide you through the import process.
- Click Download Template. This will download a CSV file to your computer, including all the customers you already have in your library. If you don’t have any at the moment, the file will include an example to represent the data.
- Open your file using any text editor, but we strongly recommend using a more friendly tool, like Microsoft Excel.
- Fill in the template columns with your customer information. Check the Spreadsheet Fields table included below in this article to get more details. We strongly recommend not to change any of the information in the Unique ID column or delete empty columns.
- Save the edited file.
- Go back to Strictly Platform and click the Browse button in the import popup. This will allow you to select and upload the edited file from your computer.
- Click the Continue button to go to the second step.
- You will be prompted to align Strictly’s core product attributes to your imported columns from your CSV file. If you did not change the column names in the file downloaded from Strictly, the product attributes should be automatically matched. Review the mapping from your file to product attributes and make changes as necessary. Note that the following columns are required in your CSV: First Name, Last Name and Phone.
- Click the Continue button to upload your changes.
- If your import process is completed successfully, or anything went wrong, you will get a notification with the import results. In any case, follow the instructions and click the Close button.
Spreadsheet Fields
| Export File Field | Descriptions |
|---|---|
| Unique ID | Your Strictly Platform will automatically populate this ID. If you are importing a new customer, leave this field blank, if you are editing items do not change it. |
| First Name | First name of the customer. This input is required. Can include numbers, letters, or symbols. Maximum 128 characters. |
| Last Name | Last name of the customer. This input is required. Can include numbers, letters, or symbols. Maximum 128 characters. |
| Email address of the customer. This input is optional. Can include numbers, letters, or symbols. Maximum 128 characters. Although it is not mandatory, we recommend including this field, as it may be needed for other flows, such as creating a subscription. | |
| Phone | This input is required. Can include only numbers of 10 digits according to the United States standards, using the following format (000) 000-0000 |
| Company | Use this field only if the customer has any Company information that you would like to include on the payments. |
| Billing Address Country | Our system process payments only in the United States for now. We strongly recommend you always use US for United States. |
| Billing Address 1 | Use the standard address format. |
| Billing Address 2 | Use this field is the address contains an apartment, suite, or space number (or any other designation not literally part of the physical address). For example, Apt 106. |
| Billing Address City | Use this field to include the name of the city. |
| Billing Address State | Enter the state name, or the abbreviation. For example, for an address in California, you could enter: “California” or “CA”. Check the “List of State Abbreviations” included below if you need more information. |
| Billing Address Zip Code | Use the standard zip code format in the United States of 5 digits |
| Shipping | The shipping fields include the same information used on the Billing section above. The requirements are the same. |
List of State Abbreviations
| State | Abbreviation | State | Abbreviation |
|---|---|---|---|
| ALABAMA | AL | NEW JERSEY | NJ |
| ALASKA | AK | NEW MEXICO | NM |
| ARIZONA | AZ | NEW YORK | NY |
| ARKANSAS | AR | NORTH CAROLINA | NC |
| CALIFORNIA | CA | NORTH DAKOTA | ND |
| COLORADO | CO | OHIO | OH |
| CONNECTICUT | CT | OKLAHOMA | OK |
| DELAWARE | DE | OREGON | OR |
| FLORIDA | FL | PENNSYLVANIA | PA |
| GEORGIA | GA | RHODE ISLAND | RI |
| HAWAII | HI | SOUTH CAROLINA | SC |
| IDAHO | ID | SOUTH DAKOTA | SD |
| ILLINOIS | IL | TENNESSEE | TN |
| INDIANA | IN | TEXAS | TX |
| IOWA | IA | UTAH | UT |
| KANSAS | KS | VERMONT | VT |
| KENTUCKY | KY | VIRGINIA | VA |
| LOUISIANA | LA | WASHINGTON | WA |
| MAINE | ME | WEST VIRGINIA | WV |
| MARYLAND | MD | WISCONSIN | WI |
| MASSACHUSETTS | MA | WYOMING | WY |
| MICHIGAN | MI | AMERICAN SAMOA | AS |
| MINNESOTA | MN | DISTRICT OF COLUMBIA | DC |
| MISSISSIPPI | MS | FEDERATED STATES OF MICRONESIA | FM |
| MISSOURI | MO | GUAM | GU |
| MONTANA | MT | MARSHALL ISLANDS | MH |
| NEBRASKA | NE | NORTHEN MARIANA ISLANDS | MP |
| NEVADA | NV | PALAU | PW |
| NEW HAMPSHIRE | NH | PUERTO RICO | PR |
| VIRGIN ISLANDS | VI |
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