How to organize unique customer data within Shopify
Already have a database of customers outside of Shopify? Not a problem.
This guide explores how to import all of your customer data into Shopify, and organize this data in a way that is both helpful and easy to use.
We’ve designed a simple, efficient way to import customers from a separate CSV file to make your life easier. Here’s how:
- Download the Customer Fields app for Shopify (Use this link to get a 14-day free trial, which is more than enough time to figure out if this app is a good fit for you)
First & foremost, be sure to have all fields completed in the Fields tab in the Customer Fields app. Include all fields you will be importing as well as new information you’re hoping to gather from future customers. It’s important that you’ve successfully set up all your fields before importing.
- Examine the CSV file you will be importing and remove any anomalies or mistakes. Make sure the first row of each column represents a field title (e.g. First Name, Last Name, e-mail, ect.). These field titles should match the fields you’ve created in Customer Fields. If the fields in the CSV file do not have a corresponding field in Customer Fields, that portion of the data will not successfully import. So triple-check to make sure you’ve created the fields you need.
- You can now import the CSV file. In the Customer Fields app, navigate to the Customers tab. Here you will see a grid of all your customer data. Select IMPORT, choose the desired CSV file, click UPLOAD.
- Once you upload the file, you will match each field with the CSV column from your uploaded file. Skip those fields you’d like to ignore, and make sure every desired field is matched.
- Select IMPORT CUSTOMERS and the importing process will begin.
Congratulations! You’ve now moved all your customer data under one roof.
Personalize your marketing & customer service efforts, simplify customer onboarding, and increase customer retention. All through one app.Start 14-day trial