customer-import
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— | customer-import [2011/12/20 18:50] – matt | ||
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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 " | ||
+ | - 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. | ||
+ | |||
+ | |||
+ | |||
+ | ===== 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. | ||
+ | |||
+ | |||
+ | |||
+ | ===== 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