Importing and exporting customer lists

If you have a customer list that you want to use in Shopify, then you can enter it into a customer CSV file, and then import the CSV file into your Shopify admin. You can also use the customer CSV template to build a new customer list.

Learn how toopen and edit a CSV file.

If you want to edit multiple customer profiles that already exist in your customer list, then you might find it easier to usebulk editinginstead.

You can only import customer CSV files that are 15 MB or smaller. To get around this restriction, you can use multiple CSV files to import your customer profiles.

Customer CSV template

Shopify provides a template file that you can use as a guide to create your own customer list to import into your store. You candownload and view the customer CSV template. For more information, refer to thedescription of the customer CSV file.

If you import the customer CSV template without adding any new customer profiles to it, then two default customer profiles are added in your store:

  • Jane Doeis an example of a customer with an email address and a phone number.
  • John Doeis an example of a customer with an email address and a shipping address.

Import existing customer profiles using the customer CSV

You can add customer profiles to thecustomer CSV templateorbuild your own CSV fileShopify管理员,然后导入它。

You can only import customer CSV files that are 15 MB or smaller. To get around this restriction, you can use multiple CSV files to import your customer profiles.

When you use CSV files to import customer accounts from another online store, you need to invite your customers to create new passwords. Otherwise, customers on the list can't register accounts using those emails. Because passwords are encrypted, you can't migrate customer passwords from another online store. Overwriting existing customer accounts with a CSV file import won’t require those accounts to be created again.

You can use an app to send your customers bulk invitations to create new passwords. Find an app in theShopify app store.

Some of your customers' information can't be transferred between platforms. Shopify only tracks what customers order and spend on your online store. It isn't possible to import customer data for orders placed and money spent on another store or ecommerce platform. You can’t edit theTotal SpentandTotal Orderscolumns because they represent what that customer has spent and ordered from your online store.

When you import a CSV file, you have the option to tag the customers from the CSV and create acustomer segmentbased on those tags. If you overwrite existing customers with the same email address or phone number, then all of your customer data is replaced, including the import tags.

To access a formatted version of your CSV file, you can import it intoGoogle Sheets.

Steps:

  1. From your Shopify admin, go toCustomers.

  2. ClickImport.

  3. ClickAdd file, and then select your customer CSV file.

  4. Optional: To update any existing customer profiles, checkOverwrite existing customers that have the same email or phone number.

  5. Optional: To create a segment and tag the customers from your CSV list, checkAdd tags to customers in this csv and use these tags to create a segment.

  6. ClickImport customers.

Export existing customer profiles to a CSV file

You can export a CSV file of your store's customers and their details.

Exported CSV files can be opened in a spreadsheet application like Excel, Numbers, or Google Sheets, or used to connect your Shopify store with a third-partyCustomer Relationship Management (CRM) system.

Exported CSV files are limited to 15 MB in size.

If you export up to 50 customers, then the CSV file is downloaded by your browser. If you export more than 50 customers, then the CSV file is emailed to you. If you aren't the store owner, then the file is also sent to the store owner's email address.

Steps:

  1. From your Shopify admin, go toCustomers.

  2. ClickExport.

  3. Select one of the following export options:

    • Current pageto export the customers showing in your store admin.
    • All customersto export all your store's customers.
    • Selected customerto export customers you have selected.
    • # customers matching your filtersto export a customer segment.
  4. Do either of the following:

    • To use a spreadsheet program to view and edit your customer CSV file, selectCSV for Excel, Numbers, and other spreadsheet programs.
    • To use aplain-text editorto view and edit your customer CSV file, selectPlain CSV file.
  5. ClickExport customers.

Description of the customer CSV file

Review the following considerations for the customer CSV file:

  • The first line of your customer CSV must include the column headers. You can use thecustomer CSV templateto help you to create your CSV file.
  • TheEmailcolumn is required and must be present, but the value can be blank. If this column is missing, then you receive an error when you import your CSV file.
  • CSV file headers are case sensitive. Their capitalization must match the examples that appear in the following table.
  • TheTotal SpentandTotal Orderscolumns are not imported with customer details.
The customer CSV file columns and their descriptions.
Column Description
First Name The first name of the customer.
Last Name The last name of the customer.
Email The email address of the customer. This column is required, but the value can be blank.
Company The name of the company that the customer uses, if applicable.
Address1 The first line of the customer's address.
Address2 The second line of the customer's address, if necessary.
City The city the customer lives in.
Province The province or state the customer lives in. If you enter information into this column, then you must also enter the information for theProvince Code.
Province Code The province or stateISO code.
Country The country the customer lives in.
Country Code The countryISO code.
Zip The postal or zip code for the customer's address.
Phone The customer's phone number.
Accepts Email Marketing 客户是否同意subscri集be to email marketing, such as a newsletter. Valid entries areyesorno.
Accepts SMS Marketing 客户是否同意subscri集be to SMS marketing, such as discount offers. Valid entries areyesorno.
Total Spent The customer's total amount spent. Valid entries must not have a currency symbol included. This column is not imported with customer details.
Total Orders The customer's total number of orders. This column is not imported with customer details.
Tags A comma-separated list of tags used to tag the customer (for example,tag1,tag2,tag3). Tags are not case sensitive.
Note Additional information about the customer.
Tax Exempt Indicates whether the customer is tax exempt. Valid entries areyesorno.

When you import customer profiles, your CSV file must be in UTF-8 format. Most spreadsheet applications can save CSV files in UTF-8 format with theSave AsorExportcommand, depending on the program.

Use a text editor to edit your customer CSV file

If you don't have a spreadsheet program, then you can edit CSV files using a text editor.

Most computers have text editors that can open CSV files. You can also use a program likeVisual Studio CodeorSublime Textto edit and debug your CSV file.

When you format your CSV file in a text editor, observe the following considerations:

  • Column headers must be separated by commas (for example,姓、名、电子邮件、伴随矩阵y,Address1).
  • The list of tags must be wrapped in quotation marks (for example,"tag1,tag2,tag3").
  • Tags are not case sensitive.
  • Different records must be separated by line breaks.

Importing contacts from Gmail

You canexport your Gmail contacts to a CSV fileto import as customers to your Shopify store. Before you export your Gmail contacts, review anddelete contacts that you don’t want to importto your Shopify store. Consider removing role-based email addresses, such as emails that begin with admin@, support@, or info@, and check for any typos that would prevent email messages from being delivered.

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