You can use a CSV (comma-separated values) file to import a large number of customers into your Prodigy store. This can be helpful if you are migrating from another platform or if you are running a program where you have an existing customers list.
In this article, you will learn more about:
To get started with a customer import, log in to your Prodigy store and navigate to Customers -> All Customers on the left sidebar menu.
Downloading the CSV template file
To download the CSV template, click on the three dot menu at the top right of the Customers list and then click Import.
In the modal window that opens, you will see a link to download the CSV template.
CSV file structure
Make sure that you enter your information into the CSV file with the same structure as the sample data in the Prodigy CSV Template. The table below summarizes the available customer fields and requirements.
| Column | Description | Requirements |
| First Name | Customer first name | Required |
| Last Name | Customer last name | Required |
| Customer email address | Required | |
| Phone | Customer phone number | Optional |
| Customer accepts marketing | Determines if the customer has agreed to receive email marketing. If you leave this field blank, it will default to NO. |
Optional (acceptable values: YES, NO) |
| Customer is tax exempt | Determines if the customer is tax exempt. If you leave this field blank, it will default to NO. |
Optional (acceptable values: YES, NO) |
| Address First Name | Address first name | Conditional (Required only if other address fields are filled) |
| Address Last Name | Address last name | Conditional (Required only if other address fields are filled) |
| Address Company | Address company | Optional |
| Address Phone | Address phone number | Optional |
| Address Line 1 | Address street line 1 | Conditional (Required only if other address fields are filled) |
| Address Line 2 | Address line 2 | Optional |
| Country | Address country | Conditional (Required only if other address fields are filled) |
| City | Address city | Conditional (Required only if other address fields are filled) |
| State | Address state | Conditional (Required only if other address fields are filled) |
| Zip Code | Address zip code | Conditional (Required only if other address fields are filled) |
| Notes | Customer notes | Optional |
| Tags |
Customer tags (comma separated) Acceptable values of each tag can contain letters, numbers, and dashes with no spaces. |
Optional |
| User Group | Customer Group. This must match the name of an existing customer group. | Optional |
| Customer Balance |
Customer gift card balance. Acceptable value must be a number and the Gift Cards app must be enabled for the uploaded balance to be used. |
Optional |
| Custom Field: {enter your field} | Custom field. The field name must match a field created at Settings -> Customers. | Optional |
Importing the completed CSV file
After you have added all of your customer data into the CSV template, you can go back to the Customer Import modal window and either select the file or drag and drop it into the drop area.
You can then click the Continue button and the system will scan your file for errors. This process may take some time to complete, especially if you have a large number of customers.
When it is done you will see a report that will detail the number of customers ready for import and the number that have errors. To see the detailed error messages, click on the arrow next to the customers with errors.
If you have customers with errors, you can either select the checkbox to import them with errors or you can go back to the Upload File and replace it with a corrected file. When you are ready to proceed with the import, just click the Import Customers button.
You will be notified by email when the import job has completed.