Click "Bulk Upload" button
Download the sample CSV file
Sample file structure
One "Company" can have more then one customers
Duplicate or invalid "emails" will be rejected
Prepare a CSV file and then upload it using "Add file" button
View the Summary of uploaded CSV file, and "Start Upload"
On this page you have multiple options:
- Assign "Trade Tier" which will be assigned to all the customers in the upload
- "Change File" button to reject this file and upload new one
- view all the invalid entries
- Search for specific customer in the table
You will see this message
The Bulk Upload Operation will continue in background and you can close this window. The entire operation might take 10 to 30 minutes depending on number of customers to process.
Check the Upload status
On the "History" page, you can check details like total customers in the upload, number of new customers created in Shopify, number of new companies created in the app, status of the background job
All the processed customers are listed in "Valid Customers" tab
All the ignored customers are in "Invalid Customers" tab
