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Table of Contents
Customer Import Wizard
Step-By-Step
- Select “Import Wizard” from the main menu
- Browse for the import file. Note, this file must be in the “.csv” format and have the name of your store key. For your information, the store key will be displayed on the page above the browse button.
- After you locate your file click “Upload”
- If you receive a “success” message click “Next Step”
- Map the matching columns. Note, if you followed the recommended naming conventions below that mapping will be done automatically.
- Click “Map Fields” when you have completed your mapping
- 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
- Email
- 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
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 “Customize Download Fields (not available for PDF)”.
At the bottom of the page “Customize Download Fields (not available for PDF)” you can check the box for “Subscription Number”.
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.
You can also export just the “Subscription Profiles” via the link “History > Reports > Subscription Profiles”. However, you can only export profiles active within the previous 30 days.