A note about this video: While it works the same, Locksmith looks a bit different now. We're still updating our videos for the new and better interface. :)
You can access this feature by logging into Locksmith, then navigating to the "Customers" tab, then clicking the "create in bulk" link beneath the blue "Create customer" button.
There are two options for importing your customers: using a plain list of email addresses, or by loading in a CSV file that you create with your spreadsheet application.
Importing using email addresses
The only thing you'll need: a list of emails to be used, one per line. (Locksmith will automatically skip any emails that already have a customer account, and it'll let you know which ones it skipped.)
You'll also have an option to add one or more tags to each customer that's created, as well as the option to set an account password (which would allow your customers to sign in immediately, using that password).
If you'd like to customize which tags or what password is used per customer, try using a CSV instead - read on!
Importing using a CSV
For the most flexibility, set up your customer records in your spreadsheet application (like Excel, or Numbers), and load it into Locksmith for a bulk import.
Use the list of columns below as a reference when setting up your CSV. Locksmith is flexible about capitalization and whitespace in column names, so don't worry too much about being precise. :)
Supported column names
All columns are optional, unless noted.
- Email (required!)
- First name
- Last name
- Accepts marketing (can be "true" or "false")
- Tags (comma-delimited)
If present, these columns will be used to populate the first address on record for the customer:
- Address (or Address 1)
- Address 2
- Province code
- Zip (or Zip code, or Postal code, or Postcode)
- Country code