Import/Export customers

Effectively managing customer data is crucial for quickly responding to market changes. With Genstore's customer import feature, you can batch add customer information to quickly build and update your customer database. The export feature allows you to back up customer data securely and use it for analysis, marketing strategies, and business decisions.

Import customers

The import feature lets you batch add customers to the system, improving data processing efficiency and reducing errors. To ensure smooth data import, we recommend downloading and using the import template to edit customer information.

Prepare the import file

Follow these steps:

1. Log in to the Genstore merchant admin and navigate to Customers.
2. Click Import/Export -> Import, and in the pop-up window, click Download import template.

Explanation of import template columns

Column	Field Requirements
First Name	Max 200 characters. Required if last name, email, or phone is empty.
Last Name	Max 200 characters. Required if first name, email, or phone is empty.
Email	Must be in email format. Required if first name, last name, or phone is empty.
Phone	Must follow phone number format. Required if first name, last name, or email is empty.
Accepts Email Marketing	Enum values: - SUBSCRIBED - NOT_SUBSCRIBED (default) - PENDING_CONFIRMATION - NEVER_SUBSCRIBED If blank, defaults to NOT_SUBSCRIBED.
Accepts SMS Marketing	Enum values: SUBSCRIBED NOT_SUBSCRIBED (default) If blank, defaults to NOT_SUBSCRIBED.
Default Address Company	Optional, max 1000 characters
Default Address Address1	Optional, max 1000 characters
Default Address Address2	Optional, max 1000 characters
Default Address City	Optional, max 200 characters
Default Address Province Code	Follow ISO 3166-1 two-letter country code (e.g., California, US = CA). Case-insensitive.
Default Address Country Code	Follow ISO 3166-1 two-letter country code (e.g., US = US). Case-insensitive.
Default Address Zip	Max 60 characters
Default Address Phone	Follow the correct phone format for each country. Max 60 characters.
Tags	Case-insensitive, use commas to separate multiple tags (e.g., vip, free).
Note	Max 1000 characters
Tax Exempt	Enum values: yes/no (case-insensitive). - yes: customer is tax-exempt in all regions. - no (default): customer is not tax-exempt. If blank, defaults to no.
Language	Must follow ISO-639-1 language code (e.g., English = en). Case-insensitive.

Execute import

1. On the Customers page, click Import/Export -> Import.
2. Click Add file and choose your CSV file. Note: Only CSV format is supported, and file size must be under 50MB.
3. Check the Overwrite option to confirm whether to overwrite existing data when the email matches.
4. Click Import customer. Note: If the previous import task has not finished, you cannot start another import.

The import may take some time. You can leave the page and later check the import progress by clicking your profile icon in the top-right corner, then selecting Task center.

Export customers

The export feature allows you to batch save customer information to an external file, making it easier for data analysis and backup.

Steps to export

1. Log in to the Genstore merchant admin and navigate to Customers.
2. Click Import/Export -> Export.
3. Choose the export range:
   • Export data matching filter criteria: Export customers based on the current filter criteria. You can adjust the fields you wish to export.
   • Export all: Export all customer information in your store.
4. Click Export customer to start the export process.
5. Once complete, you can download the file directly or check Task center to view and download it.