customer-import
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— | customer-import [2011/06/08 01:52] – [Importing subscription from PayPal Website Payments Pro] earlyimpact | ||
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+ | ====== 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 " | ||
+ | - If you receive a " | ||
+ | - Map the matching columns. | ||
+ | - Click "Map Fields" | ||
+ | - Review the mappings and click "Go to Step 4" | ||
+ | - Your records will be imported and the results will be posted on the screen. | ||
+ | |||
+ | |||
+ | ===== Sample Import File ===== | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ===== Recommended Import Column Names ===== | ||
+ | |||
+ | |||
+ | * FirstName | ||
+ | * LastName | ||
+ | * Account | ||
+ | * Password | ||
+ | * SubscriptionID | ||
+ | * LinkID | ||
+ | * NextBillingDate | ||
+ | * BillingFirstName | ||
+ | * BillingLastName | ||
+ | * BillingCompany | ||
+ | * BillingAddress | ||
+ | * BillingAddress2 | ||
+ | * BillingCity | ||
+ | * BillingRegion | ||
+ | * BillingPostalCode | ||
+ | * BillingCountry | ||
+ | * BillingPhone | ||
+ | * ShippingFirstName | ||
+ | * ShippingLastName | ||
+ | * ShippingCompany | ||
+ | * ShippingAddress | ||
+ | * ShippingAddress2 | ||
+ | * ShippingCity | ||
+ | * ShippingRegion | ||
+ | * ShippingPostalCode | ||
+ | * ShippingCountry | ||
+ | * ShippingPhone | ||
+ | * CardNumber | ||
+ | * CardType | ||
+ | * ExpMonth | ||
+ | * ExpYear | ||
+ | * SecureCode | ||
+ | * RegularAmt | ||
+ | * TrialAmt | ||
+ | * RegularTax | ||
+ | * TrialTax | ||
+ | * RegularShipping | ||
+ | * TrialShipping | ||
+ | * IsShippable | ||
+ | * ShipName | ||
+ | * TaxName | ||
+ | * AgreedToTerms | ||
+ | * LanguageCode | ||
+ | |||
+ | |||
+ | ===== Importing subscription from PayPal Website Payments Pro ===== | ||
+ | |||
+ | ==== History Export ==== | ||
+ | |||
+ | You can export subscription information by leveraging the ability to export historical data from your PayPal account. | ||
+ | |||
+ | The key piece of information you will need for a successful import is the **PayPal Subscription Number**. | ||
+ | |||
+ | To get this piece of information included in your History export you need to click the link on the right column called "// | ||
+ | |||
+ | At the bottom of the page "// | ||
+ | |||
+ | After you export your history as a CSV file, you will you need to modify the file so it contains one customer per line. | ||
+ | |||
+ | The result should look like the sample file provided above. | ||
+ | |||
+ | ==== Subscription Profiles Export ==== | ||
+ | |||
+ | You can also export subscription information by exporting "// |
customer-import.txt · Last modified: 2011/12/20 19:10 by matt