How to import/update my customers' data?

In this section:

1

Import new customer

2

Update existing customer profiles

You can import customer details via API or Dashboard. There are two modes of import with CSV. The first one creates new customer entities; the second updates existing records.

Customer details can be updated through CSV import or manually with the Edit tool in a Customer profile.

Updating customer info

If you are not interested in uploading your customer data to Voucherify, you can pass customer information as metadata or operate on source ID property, an obligatory attribute. Source ID is a parameter that you use in your system to identify customers. It can be email, phone number, or other characteristics of your choice.

Import customers

This mode creates new customers and assigns them a Voucherify customer ID. The CSV file format looks as follows: 

Import new customers - CSV file format

You can add multiple metadata columns in your CSV file.

To begin, go to the Customer view and choose the Import tool.

Importing customers

In the Import tool you need to follow these steps:

  1. Upload the CSV file with your customers' data.
  2. Map your attributes. The mapping tells Voucherify what kind of customer's properties are assigned to particular columns in your CSV.

Look at the example below: there are 4 columns with customer’s attributes; you need to match each of them to a respective property in the manager:

Mapping customer attributes to Voucherify

Firstly, choose a property from the list of your CSV columns. In the next step, select a predefined type and a matching property from the list of Voucherify attributes. Confirm each mapping with Add Mapping.

Mapping attributes

If you can't find your property on the list, change the predefined type to the custom one and add a new property to Voucherify.

For example, the payment method is not a predefined attribute so if you want to map it, you need to add a custom attribute:

Adding new mapping

Payment method

The property name cannot contain white-space characters.

When the mapping is ready, confirm with import. You will be notified once the file is uploaded successfully.

Choose Reload to see the new entity in the tab.

Reload tool

Update customers

It updates existing customer records with parameters specified in the respective columns of the CSV file. The id parameter is required in this case. In the following example, we're going to modify Jane's email address. See the exemplary input file:

Customer update

Use the Import tool to upload a file and update the entity

Update\

If you want to modify just a single record, there's no need to prepare a CSV file. You can do it in the Customer Details view. 

Updating customer info

Follow this tutorial to learn how to import customers via API. 

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