Already have a database of customers outside of Shopify or Customer Fields? No problem! 

This help article explores how to combine all your customer data into the Customer Fields app to improve organization and make your life easier. We’ve designed a simple & efficient way to import customers from a CSV file, so you can spend less time messing with spreadsheets and more time serving your customers. 

Here’s a step by step guide on how to use the app's import tool:

Step 1: Set up data columns in the app 

  • First and foremost, make sure to set up your desired data columns in the Customer Fields app. You can do this by adding new fields to a form using the app's form builder, or by creating data columns using the app's 'Data columns' page. (You can read more about data columns using this help article
  • Make sure that a data column exists in the app for all of the pieces of data you want to import. It’s important that you’ve successfully set up all your desired data columns in the app before importing the CSV file.

Step 2: Prepare the CSV file 

  • It's a good idea to examine the CSV file you will be importing, so you can remove any anomalies and fix any mistakes and/or poorly formatted data. 
  • Make sure that the first row of each column represents a data column name (e.g. First name, Last name, Email, etc.).
  • If you have over 20,000 rows in the CSV we suggest splitting the CSV into separate files. You can technically upload a CSV with more than 20k lines, but in effort to reduce the time it takes to process an import it might be a good idea to split up the CSV into multiple files. 

Step 3: Upload the CSV file 

  • To upload the CSV, go to the 'Customers' page in the app admin. On bottom of this page you will see 'Export' and 'Import' buttons. Click the 'Import' button to begin the process.
  • Select the CSV file from your computer using the popup that appears, and click the 'Upload' button to continue.  
  • After the file has been uploaded, you'll need map the columns from the CSV to the relevant data columns you've set up in the app. The app will try to automatically map fields based on the column names, but you are welcome to adjust the mapping if needed.
  • Make sure to skip any columns from the CSV that you’d like to ignore, and double check that every desired column from the file is matched to a data column in the app. 
  • Once you've finished mapping, click the 'IMPORT CUSTOMERS'  button and the importing process will begin. Keep in mind that the amount of time needed for the import to complete is dependent on the number of customers & data columns that are being processed.

Step 4: Sit back and relax 😎  

  • The app's import tool is designed to run in the background, so you are free to continue work in other areas of the app if needed.
  • You will find a status bar on the Customer page in the app admin which will show progress during the import process. You can click on the link the status bar to see more details/stats on the data being processed.
  • Once the import is complete, the status bar will indicate that the import has finished. Just like before, you can click the link on the status bar to see details/stats on all of the data that was processed.

Updating existing customers

It's important to note that customer records that already exist (based off the customer's email address) will be automatically updated. This means that if you upload a CSV file that contains an email address that is already on file for an existing customer, then the data for that existing customer record will be updated. 

If you do not wish to overwrite a certain piece of data for an existing customer, make sure that you "skip" that particular column when mapping the CSV file.

Have questions, or need help?

If you need help, feel free to drop us an email anytime at support@heliumdev.com and we’ll be happy to assist.

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