Customer CSV Upload (Batch)

Within Catfish, you have the ability to upload users, individually or in batches - through uploading a file containing the relevant user information in a .CSV (Comma Delimited) format. The comma delimited format specifically directs each part of the customers' details to the right location.

 

A recent update to the .CSV import table has seen the addition of further columns as well as updates as to which columns are now required when uploading customer CSV files.

(The above table, as well as the ability to import customers themselves, can be found under 'Customers' > Customer Management > CSV import)

 

Regarding the .CSV upload, various factors, in use on a storefront can directly affect the successful uploading of a file to a storefront. Said factors are listed below:

Username

Found under 'Configuration' > Settings > Customer Settings, the setting of: : subsequently allows users to log-into storefronts using the username associated with their account when enabled. However should this setting, be disabled, the full email address is required to be included in the CSV - applies specifically in the instance of Approvers being assigned to the Approver1/2/3 columns. 

Registration

Located under 'Configuration' > Settings > Customer Settings > Registration, it is here that fields can be sent to be required (as would be used on the Registration Form) therefore any setting which is enabled under the 'Registration' tab, must be included on the CSV file. 

The screen-capture below depicts the settings enabled on an example storefront. 

Departments

Should you require the customers in the csv file to be uploaded into departments, these departments must already exist on the system, otherwise may cause the csv file to fail and must follow the exact format of how the department is named on the system.

 

County/Regions 

Should you include 'County' in your CSV file (dependant on if this is enabled under 'Registration') it may be required that certain counties/regions may not currently exist on the system and are required to be added prior to the CSV file being uploaded.

 

The article below describes how to add additional counties/regions to the system:https://infigosoftware.zendesk.com/hc/en-us/articles/207045353-Adding-additional-counties-regions-to-countries

 

Please Note: The column headers in the CSV file must correspond precisely to how the column headers are formatted in the Customer Import Table and are case-sensitive.

However , if departments are included in your file, the department name must mirror (both in case form and format) the department located in Catfish, as aforementioned.

This applies to all column headers.

 

Example CSV Template:

An example CSV template can be found under 'Customers' > Customer Management > CSV Import tab and also at the bottom of this article (as an attachment).

Please be aware that all columns present in the example CSV file may not apply, and as a rule of thumb, it is beneficial to consult the CSV table to review what columns can be removed, and thus will still achieve a successful upload. 

 

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