Importing and exporting customer lists

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

Note: Importing customers into Jazz doesn’t import existing customer passwords, as these are encrypted outside of Jazz. Your customers need to be invited to register their accounts using the email addresses you imported.

If you want to edit multiple customer records that already exist in your customer list, then you might find it easier to use bulk editing instead.

You can only import customer CSV files that are 1 MB or smaller. To get around this restriction, you can use multiple CSV files to import your customer records.

On this page

• Customer CSV template
• Import customer records using the customer CSV
• Export and Update existing customer records to a CSV file

Customer CSV template

Jazz provides a template file that you can use as a guide to create your own customer list to import into your store. You can download and view the customer CSV template by clicking the Bulk Actions -> Add Customers -> Download the template button.

Import customer records using the customer CSV

You can add customer records to the customer CSV template or build your own CSV file, and then upload it in your Jazz admin.

You can only import customer CSV files that are 1 MB or smaller. To get around this restriction, you can use multiple CSV files to import your customer records.

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.

Steps:

1. From your Jazz admin, click Data Management -> Customers.
2. Click Bulk Actions -> Add Customers.
3. In the Add Customers CSV dialog, click Download the template button, and then add your customers in the CSV file.
4. Click on or choose button to upload your Customers CSV file.
5. Click the button Upload.

Export and Update existing customer records to a CSV file

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

Exported CSV files can be opened in a spreadsheet application like Excel, Numbers, or Google Sheets.

Exported CSV files are limited to 1 MB in size.

Steps:

1. From your Jazz admin, click Data Management -> Customers.
2. Click Bulk Actions -> Update Customers.
3. In the Update Customers CSV dialog, click the Download button and then update your customers in the CSV file.
4. Click on or choose button to upload your Updated Customers CSV file.
5. Click the button Upload.