Importing Customer Data to LightSpeed Cloud is a fairly simple process with Channels Import Tools.
IMPORTANT! You will be importing to your active LightSpeed Cloud Database. Imports are permanent. There is no backup available. Check your data multiple times before importing!
First, you will need the Channels Import Tools Customer Template. This template is your guide for properly laying out your data for import. You can open this template in a spreadsheet program like Microsoft Excel or Apple Numbers. Cut and paste your data into the correct columns.
Options include adding custom info into a Custom Field via the Custom column or adding Notes via Notes. You may also create and assign customer types.
We recommend a few best practices when working with Customer Data for Import:
- LightSpeed Cloud matches on Customer Name so be sure that your Customer Names are unique before importing. Duplicate names in the spreadsheet will not import properly. Duplicate names in the database will match and update existing Customers.
- Create your Sales Taxes before import
Assign a default Sales Tax within Shop Settings before import
- Create your Discounts before import
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