customer-import
no way to compare when less than two revisions
Differences
This shows you the differences between two versions of the page.
Previous revision | |||
— | customer-import [2011/12/20 19:10] (current) – matt | ||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ====== Customer Import Wizard ====== | ||
+ | |||
+ | ===== Step-By-Step ===== | ||
+ | |||
+ | |||
+ | - Select " | ||
+ | - Browse for the import file. Note, this file must be in the " | ||
+ | - After you locate your file click " | ||
+ | - Select the " | ||
+ | - Map the matching columns. | ||
+ | - Click "Map Fields" | ||
+ | - Review the mappings and click "Start Import Now" | ||
+ | - Your records will be imported and the results will be posted on the screen. | ||
+ | |||
+ | ===== Import Options ===== | ||
+ | |||
+ | ==== Import Only ==== | ||
+ | Import existing profiles from your payment gateway. | ||
+ | |||
+ | Notes: | ||
+ | * The Subscription ID from the gateway is required | ||
+ | * The Customer is NOT emailed | ||
+ | * You can add your own password | ||
+ | * You can add your own account number | ||
+ | * The gateway is NOT contacted, the customer is NOT billed until their next payment date. | ||
+ | * A large number of records can be processed at once | ||
+ | |||
+ | ==== Import and Create ==== | ||
+ | Import a list of customers & credit cards. | ||
+ | |||
+ | Notes: | ||
+ | * No Subscription ID is required. It is created during the import | ||
+ | * Credit card details are required in the proper format for your gateway | ||
+ | * The Customer is emailed a receipt | ||
+ | * You can add your own password, but existing customers passwords cannot be modified | ||
+ | * You can add your own account number | ||
+ | * The gateway is contacted, the customer is billed (if not FREE Trial) | ||
+ | * The first payment date is the date of the import | ||
+ | * Small batches only. Since the gateway is contacted you cannot process large files. | ||
+ | |||
+ | |||
+ | ===== Sample Import File ===== | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ===== Recommended Import Column Names ===== | ||
+ | |||
+ | ^ Column Name ^ Meaning ^ | ||
+ | | Email | The customer' | ||
+ | | FirstName | The customer' | ||
+ | | LastName | The customer' | ||
+ | | Account | Optional remote account number or ID | | ||
+ | | Password| Option password for this customer. If the email and password match an existing customer the subscription will be linked to the existing account. | ||
+ | | SubscriptionID | This is the subscription id from your gateway. This is not needed if you are creating new subscriptions. We can help you obtain the subscription ids from your gateway. Instructions for PayPal and Authorize.net are also listed in the section below. | | ||
+ | | LinkID | This is the Package' | ||
+ | | NextBillingDate | This is only used for existing subscriptions. If you are creating new subscriptions, | ||
+ | | BillingFirstName | The customer' | ||
+ | | BillingLastName | The customer' | ||
+ | | BillingCompany | The customer' | ||
+ | | BillingAddress | The customer' | ||
+ | | BillingAddress2 | The customer' | ||
+ | | BillingCity | The customer' | ||
+ | | BillingRegion | The customer' | ||
+ | | BillingPostalCode | The customer' | ||
+ | | BillingCountry | The customer' | ||
+ | | BillingPhone | The customer' | ||
+ | | ShippingFirstName | The customer' | ||
+ | | ShippingLastName | The customer' | ||
+ | | ShippingCompany | The customer' | ||
+ | | ShippingAddress | The customer' | ||
+ | | ShippingAddress2 | The customer' | ||
+ | | ShippingCity | The customer' | ||
+ | | ShippingRegion | The customer' | ||
+ | | ShippingPostalCode | The customer' | ||
+ | | ShippingCountry | The customer' | ||
+ | | ShippingPhone | The customer' | ||
+ | | CardNumber | Valid credit card. Not needed for importing existing subscriptions. | | ||
+ | | CardType | Card type (e.g. Visa) | | ||
+ | | ExpMonth | 2 digit exp. month | | ||
+ | | ExpYear | 4 digit exp. year | | ||
+ | | SecureCode | 3 or 4 digit CVV2 code | | ||
+ | | RegularAmt | valid amount, no currency symbol, decimal separator | | ||
+ | | TrialAmt | valid amount, no currency symbol, decimal separator | ||
+ | | RegularTax | valid amount, no currency symbol, decimal separator | ||
+ | | TrialTax | valid amount, no currency symbol, decimal separator | ||
+ | | RegularShipping | valid amount, no currency symbol, decimal separator | ||
+ | | TrialShipping | valid amount, no currency symbol, decimal separator | ||
+ | | IsShippable | Set to true if there is shipping. Value is boolean (e.g. TRUE)| | ||
+ | | ShipName | Shipping service used. | | ||
+ | | TaxName | Tax code or description (e.g. PA sales tax) | | ||
+ | | AgreedToTerms | Set to true if customer agreed to terms. Value is boolean (e.g. TRUE) | | ||
+ | | LanguageCode | Any valid ISO code (e.g. en-US) | | ||
+ | |||
+ | ===== Import Errors ===== | ||
+ | |||
+ | You may send us your import file for error checking prior to your import. We will check your file for errors and send it back to you. However, should your import file contains an error (e.g. invalid credit card number), then the import wizard will stop at that row. The wizard will prompt you to remove all successfully imported rows prior to the error. This will ensure you do not re-import the same rows when you fix the error. | ||
+ | |||
+ | ===== Importing subscription from PayPal Website Payments Pro ===== | ||
+ | |||
+ | Please contact us for details. | ||
+ | |||
+ | ===== Importing subscription from Authorize.net ===== | ||
+ | |||
+ | Please contact us for details. | ||
customer-import.txt · Last modified: 2011/12/20 19:10 by matt