Difference between revisions of "Import Customer Delivery Methods from CSV"

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== Import Customer Delivery Methods From CSV ==
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===In This Section===
The Customer Contacts CSV must be in the following format. The first line in the file will be ignored as it'll be assumed to contain the header row. Even if you do not wish to import the relevant fields, they must be present in the import file. Please Note that this function will create new contacts and not update existing ones.<br />
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This is where you will be able to import customers delivery methods from all orders.
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=== Import Customer Delivery Methods From CSV ===
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The Customer Contacts CSV must be in the following format. The first line in the file will be ignored as it'll be assumed to contain the header row. Even if you do not wish to import the relevant fields, they must be present in the import file. Please note that this function will create new contacts and not update existing ones.<br />
  
 
'''Delivery Method ID or (Delivery Method Name)'''</br />
 
'''Delivery Method ID or (Delivery Method Name)'''</br />
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'''Custom Method Name'''<br />
 
'''Custom Method Name'''<br />
Optional. This allows you to specify a custom delivery method name which will be displayed to the customer.  
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Optional. This allows you to specify a custom delivery method name that will be displayed to the customer.  
  
 
'''Price'''<br />
 
'''Price'''<br />
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'''Active'''<br />
 
'''Active'''<br />
Optional. '''Yes''', "1", '''No''' or "0". Default will be "Yes".
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Optional. Yes "1", No or "0". Default will be "Yes".
  
 
'''Select File to Upload:'''<br />
 
'''Select File to Upload:'''<br />
 
Select the correct file required<br />
 
Select the correct file required<br />
  
'''Then select the import CSV button'''<br />
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Then select [[File:Import-CSV-green.PNG|alt=Import=|Import]]
[[File:Import-CSV-green.PNG|alt=Import=|Import]]
 

Latest revision as of 13:01, 4 November 2021

In This Section

This is where you will be able to import customers delivery methods from all orders.

Import Customer Delivery Methods From CSV

The Customer Contacts CSV must be in the following format. The first line in the file will be ignored as it'll be assumed to contain the header row. Even if you do not wish to import the relevant fields, they must be present in the import file. Please note that this function will create new contacts and not update existing ones.

Delivery Method ID or (Delivery Method Name)
Required. If you know the Delivery Method ID, specify it here, otherwise please enter the "Method Name" exactly as it appears against the Delivery Method. Please Note if multiple delivery methods have the same name, the "Delivery Method ID" must be used instead of the name.

Customer ID (or Company Name)
Required. If you know the Customer ID, specify it here, otherwise please enter the "Company Name" exactly as it appears on the customer account.

Custom Method Name
Optional. This allows you to specify a custom delivery method name that will be displayed to the customer.

Price
Optional. This is the price that will be charged to the customer.

Order Value From
Optional. This allows you to specify different tiers of delivery to the customer based on order value.

Active
Optional. Yes "1", No or "0". Default will be "Yes".

Select File to Upload:
Select the correct file required

Then select Import=