Bulk Import customers into WizCommerce

Use the customer import tool to add or update customer records in bulk. If you are importing customers for the first time, follow the steps in Part B. If your customers already exist in WizCommerce and you want to update or add more data, follow Part C.

To Get There: Customers > Import

Table of Contents

Before You Begin

• You must have Admin access or Import permissions in WizCommerce.
• Have your customer list ready as an Excel (.xlsx) or CSV (.csv) file, with a maximum of 5,000 rows per file.
• Set up your price tiers, payment terms, and sales rep users in WizCommerce first, or leave those columns blank and fill them in later.
• Always download the latest template from the import screen, older templates can cause column-mapping errors.

A. What happens during a customer import

The import tool reads your file, matches each row to either a new or existing customer, and then writes the data into WizCommerce. Before any data is saved, you will see a dry-run preview showing exactly what will be created, updated, or skipped.

Every import follows the same four stages:

• Upload your file and choose the import mode
• Map your file columns to WizCommerce fields
• Review the dry-run preview and error report
• Run the import and download the final reporT

B. Add new customers in bulk 

Use this flow the first time you load customers, or any time you are adding a batch of brand-new customers.

Import the Customers sheet

1. Go to the Import - Export page

• From the left sidebar, click Manage Data.
• Select Import - Export from the menu.

2. Open the Customer import panel

• On the Import - Export page, click the Customers tile.
• Click the Import button at the bottom of the page.
  
  
• The Import data panel opens on the right.

3. Download the Customers template

• In the Select option dropdown, choose Customers. 
  
  
• Under Template Excel, click Download to save the template to your computer.
  
  

4. Fill out the Customers template

Use the Instructions tab for column-level guidance. Fill out one row per customer using these fields:

Open the template in Excel or Google Sheets and switch to the Data Sheet tab. 

• System ID: Leave blank for new customers; WizCommerce generates this automatically

• Company name: The business name on the account
• Display name: How the customer name appears across WizOrder and WizShop
• Sales Rep: Email of the assigned WizCommerce rep; must already exist in your user list
• Pricelist: Name of the pricelist assigned to this customer; must already exist
• Customer ID: Your internal customer code (for example, CO_001); this is the key that links Addresses and Contacts to this customer
• Payment Terms: Due on Receipt, Net 15, Net 30, Net 60, and so on; must match a configured term
• Mode of Payment: Cash, Debit Card, Credit Card, ACH, and so on
• Company Logo URL: optional; link to a hosted logo image
• Remarks: Optional internal notes
  
  

5. Upload the Customers file

1. Go back to Manage Data > Import - Export > Customers.
2. Click Import, choose Customers in the dropdown, then upload your filled template.
3. Click the Import button at the bottom of the panel.

6. Confirm the changes are completed

• From the left sidebar, open the Customers page and confirm your new customers appear in the list. Open a few profiles to spot-check that pricelist, sales rep, and payment terms have applied correctly. 
  
  
• Go back to Manage Data > Import - Export, click the Customers tile, then click Export to download a workbook with all your customers, including the Customer IDs that WizCommerce assigned during the import.
  
  
• Open the exported workbook and switch to the Customers tab. You will use the Customer ID values from this file when filling out the Addresses and Contacts templates.
  
  

Import the Contacts sheet

With your customers in place, you can now attach contacts to them. Each customer can have multiple contacts, typically one primary contact, with additional contacts as needed. Contacts link to customers through the Customer ID you collected from the export in the previous step.

1. Download the Contacts template

1. Go to Manage Data > Import - Export.
   
   
2. Select Customers tile and click Import
   
   
3. Choose Contacts in the Select option dropdown.
   
   
4. Click Download under Template Excel. 
   
   

2. Fill out the Contacts template

Open the Data Sheet tab and fill in one row per contact. Key fields:

• Customer System ID: Leave blank for new customers
• Customer ID: Must exactly match the Customer ID from your Customers sheet
• Company Name: Same company name used in the Customers sheet
• Contact System ID: Leave blank; auto-generated
• IsPrimary: Y or N; marks this as the primary contact for the customer
• First Name, Last Name: Contact name
• Country Code, Phone number: Contact phone
• Designation: Job title or role
  
  

3. Upload the Contacts file

1. Go back to the Import - Export page and open the Customer import panel.
2. Choose Contacts in the dropdown.
3. Upload your filled template and click Import.
   
   

Import the Addresses sheet

Now that your customers exist in WizCommerce, you can attach addresses to them. Each customer can have multiple addresses, typically one Billing and one Shipping, though you can add more. Addresses link to customers through the Customer ID you collected from the export in the previous step.

1. Download the Addresses template

1. Go to Manage Data > Import - Export > Customers.
   
   
2. Click Import, then choose Addresses in the Select option dropdown.
   
   
   
   
3. Click Download under Template Excel.
   
   
   

2. Fill out the Addresses template

Open the Data Sheet tab and fill in one row per address. Key fields:

• Customer System ID: Leave blank for new customers
• Customer ID: Must exactly match the Customer ID from your Customers sheet (for example, CO_001)
• Company Name: Same company name used in the Customers sheet
• Address System ID: Leave blank; auto-generated
• IsDefault: Y or N; marks this as the default address for the customer
• First Name, Last Name: Contact person for this address
• Country Code, Phone number, Email ID: Contact details for this address
• Country, Street Address, Address Line 2, City, State / Region, Zip Code, full address
• Address Type: Billing or Shipping
  
  
  
  

3. Upload the Addresses file

1. Go back to the Import - Export page and open the Customer import panel.
2. Choose Addresses in the dropdown.
3. Upload your filled template and click Import.

C. Bulk Update existing customers

Use this flow when WizCommerce already has your customer data and you want to update records, add new ones, or do both in the same file. Common reasons include refreshing addresses, reassigning sales reps after a territory change, updating credit limits or payment terms in bulk, or marking customers as inactive.

1. Export your current customer list

1. Click Manage Data. Select Import - Export from the menu.
   
   
2. On the Import - Export page, click the Customers tile and click the Export.
   
   
3. Download the Export sheet from the notification bar (at top right)
   
   

2. Download the export file

WizCommerce generates a single workbook containing all your customer data. The file includes the following tabs:

• Instructions: Guidance on how to use the workbook
• Customer Sample, Contact Sample, Address Sample: Reference rows showing the expected format
• Customers: One row per existing customer
• Addresses: All addresses across all customers
• Contacts: All contacts across all customers
• Customer Master Sheet: A unified tab where customer, address, and contact rows for every customer appear together, identified by a Row Type column (Customer, Billing, Shipping, Contact)

3. Edit the file

You can update your data by editing the relevant importable tabs in the exported workbook. Use the  Customers, Addresses, and Contacts  tabs depending on the type of information you want to change.

Use this approach when you are making focused edits to one record type. For example, update pricelists, sales reps, or payment terms in the Customers tab. Add or revise billing and shipping details in the Addresses tab. Add or update customer contact details in the Contacts tab.

• Keep the System ID column untouched. This column is marked Do not edit and is how WizCommerce matches your row to the right record. Changing it will either create a duplicate or fail the import.
• Keep the Customer ID column untouched on address and contact rows. This links them back to the right customer.
• Edit only the fields you want to change. Existing values in fields you leave alone will remain as they are.
• Add new rows at the bottom of the tab to create new customers, addresses, or contacts. Leave the System ID blank for new rows, WizCommerce will generate one. For new addresses or contacts, fill in the Customer ID of an existing customer to attach them.

1. Go to Customers > Import.
2. Choose Update existing customers (and add new) as the import mode.
3. Upload your edited file.
4. Pick what should happen when a match is found:
   • Update fields only: changes only the columns you filled in (recommended)
   • Replace all fields: overwrites every column, including blank ones
   • Add new only: ignores matched rows and creates only the new ones

D. After the import

1. Verify a few records

1. Open 3 to 5 customers from the list and check the fields you imported.
2. Confirm pricing, payment terms, and sales rep assignments look right.
3. Place a test order for one customer to confirm everything flows end-to-end.

3. Resolve common errors

• Required field missing: Email fill in the Email column for the flagged row and re-upload.
• Invalid price tier, the tier name does not match an existing tier. Check spelling or create the tier under Settings > Pricing first.
• Sales Rep not found the rep email is not yet a user. Invite them under Settings > Users, then re-upload.
• Duplicate customer code Two rows in your file share the same code. Make each unique.
• Customer already exists (on a from-scratch import): Switch to the Update existing customers flow.
• File too large: Split the file into batches of 5,000 rows or fewer.

FAQs

1. Can I import contacts (multiple people) for the same customer?

Yes. Use the Contacts import template under Customers > Import > Contacts after your main customer import is done. Each contact row references the parent Customer Code.

2. Can I import multiple ship-to addresses per customer?

Yes. Use the Ship-To Addresses template under Customers > Import. Run it after your main customer file is loaded.

3. Will importing trigger emails to my customers?

No. Customer creation and updates through import do not send any emails to your customers.