Importing and Exporting Customer Information

Importing and Exporting Customer Information

Introduction

Tagrain allows you to Import and Export customer information. You can use this feature to add new customers.


Adding a single Customer record in Tagrain is quick and simple. What if you have to add multiple customer records. Adding one record at a time can be cumbersome and time consuming. In such a scenario you can benefit from the Import / Export feature of Tagrain. You can use this feature to add multiple customer records, in one go.


Get the Template

The steps to procure the Import Template are listed below:


Step 1. Click on the Export button on the Customer List View screen.


Step 2. Browse to a location where you want to save the customer.xls file. 


Step 3. Click on the Save As button to save the customer.xls file to your desired location.


You can then use this exported file as your Import Template to upload information. Using this template you can:

– Edit the existing records and/or 

– Add new records 


Fill the Template

The steps to fill the customer.xls file are as follows:


Step 1. Navigate to the location where the customer.xls file is saved and Open the file.


Step 2. Fill in the desired fields. 


Step 3. Save the changes made to the customer.xls file.


Idea - The customer.xls file is a .xls file and can be opened using Microsoft Excel or Google Sheets or any compatible spreadsheet processor.


Import Customer Data

The steps to import Customer data using the excel template are listed below:


Step 1. Click the Import button on the Customer List View screen


Step 2. Navigate to the location where the customer.xls file is saved.


Step 3. Select the file.


Step 4. Click OK to initiate the Import process.


The application will notify you of:


1. When the Import begins

2. When the Import completes.


This customer.xls file holds the entire Customer Master data which can further be utilized for further analysis purposes.


When the Import completes, you can run into one of the following scenarios:


-- Successful Import

If the Import is successful, you don't have to take any action. Instead you can navigate to Home > Customer > Customer to see the new customer records.


--Un successful Import

If the Import is un successful, you will have to download the uploaded file, rectify the error, and then re import the file.



 

A screenshot of a computer Description automatically generated


The template has tooltips to assist you in filling up the sheet

 Graphical user interface, application, table, Excel Description automatically generated

 

Information contained in the Excel File

The table below shows the Customer.xls file headers that are available to manage the Customer data.

 

Field

Description/Activity

Customer Code

This field is used to specify the Customer Code. If this field is left blank, the application will auto-populate the field with the Customer Code pre-defined in the application.

Customer Name

This field is used to specify the Customer Name.

Customer Group

This field is used to specify the Group to which the Customer belongs.

Company

This field is used to specify the Company where the Customer is employed.

Email

This field is used to specify the Customer’s email address for communication and sending marketing and promotional emails if the Customer has opted for the same.

Phone Number

This field is used to specify the Customer’s Phone Number.

Is Loyalty

This field is used to specify if the Customer is enrolled for loyalty program. The available values are: True and False.

Is Active

This field is used to specify if the Customer is an active Customer. The available values are: True and False.

Is Tax Exempt

This field is used to specify if the Customer is exempt from paying Tax. The available values are: True and False.

Tax Number

This field is used to specify the Tax Number.

Credit Limit

This field is used to specify the Credit Limit available for the Customer. This Credit Limit can be used to buy products using the “On Account” payment type. 

Birth Date

This field is used to specify the Birth Date of the Customer. The format of the date should always be in MM/DD/YYYY. This is important because the upload template only understands the date in MM/DD/YYYY format.

Anniversary

This field is used to specify the Anniversary Date of the Customer. The format of the date should always be in MM/DD/YYYY. This is important because the upload template only understands the date in MM/DD/YYYY format.

Is Marketing

This field is used to specify if the Customer has opted in to receive Marketing and Promotional emails. The available values are: True and False.

Address

This field is used to specify the Customer’s complete Address.

City

This field is used to specify the name of the City the Customer resides in.

Zip Code

This field is used to specify the City’s Zip Code.

Country

This field is used to specify the name of the Country the Customer is resident of.

State

This field is used to specify the name of the State the Customer’s City falls under.


When you are creating a customer record using the excel import feature, and you leave the Customer Code field blank, the application will auto-populate the field with a Customer Code based on the custom code pre-defined in the application under Global Settings. 


Graphical user interface, application, email Description automatically generated


Once the upload template is properly filled, click the import button on the Customer Master Screen. Navigate to the location where your Customer.xls file is saved. Select the file and click OK.  The application will indicate when the data upload starts in the notification center. Once the data is uploaded, the application will again notify for the successful data import.


 

A screenshot of a computer Description automatically generated


In case there is an error in the upload process (mainly due to an error in the excel sheet), the application will notify the error message in the notification center.

 

Graphical user interface, application, table, Excel Description automatically generated


A screenshot of a computer Description automatically generated


You can click on the error message in the Notification Center, to download the “uploaded file” and rectify the error.

 

Graphical user interface, application, Teams Description automatically generated


Export Customer Data


The steps to export Customers using the excel template are listed below:


Step 1. Click on the Export button on the Customer List View screen.


Step 2. Browse to a location where you want to save the * file. 


Step 3. Click on the Save As button to save the customer.xls file to your desired location.


This customer.xls file holds the entire Customer Master data which can further be utilized for further analysis purposes.



AVAILABLE IN TAGRAIN ONLY UPON PLUGIN ACTIVATION


Enroll for Loyalty Program:  Switching this ON will enroll the customer in your Loyalty Program. This is an optional field and will be enabled only if Loyalty is enabled in settings. The "Loyalty" feature is made available in Tagrain upon activation of the "Customer Loyalty Management” plugin. See: Customer Loyalty Management Plugin Features. 


Credit Limit: Define the available credit limit of a customer up to which they can buy using an “On Account” payment type. The "Credit Limit" feature is made available in Tagrain upon activation of the "Customer and Credit Management” plugin. 



Suggested Readings

Customer

Getting Started With Tagrain

Subscription Management




    • Related Articles

    • Importing and Exporting Gift Card Products in Tagrain

      Introduction Gift Cards products are vouchers that can be exchanged for a specified cash value of goods or services from a particular business. The holder of the card is entitled to receive goods or services, equivalent to the currency value ...

    • Importing and Exporting Variant Products in Tagrain

      To be able to Import and Export Variant products in Tagrain, you must subscribe to and activate the Variant and Composite Products Management plugin. Introduction Variant products are those products that have an attribute, or a set of attributes ...

    • Exporting Customer Report in Tagrain

      To view the total number of customers you are dealing with, when managing the Tagrain application, you can make use of the excel based export template. This allows you to view the customer names along with their ID, the customer groups they belong ...

    • Importing and Exporting Standard Products in Tagrain

      Introduction Standard Products are products that will not have any variants. In this article we are going to use the demo data in the template as a reference to import Standard products. We will consider the following products as Standard products ...

    • Importing and Exporting Goods Receipt in Tagrain

      Managing Inventory Transactions in Tagrain is quick and simple. Tagrain allows users to upload Goods Receipt data using Excel based import template. Steps to Import Goods Receipt Data The steps to import Goods Receipt Data using the excel template ...