Import Model: Customer Addresses

Introduction

Importing customer address information is a 2 step process. The first step is adding the address, second is assigning the address type.

Contents

Overview

The data that you are going to use to create customers addresses can come from multiple areas. It can be data that is built from scratch as described below or it can be data from an existing database. 

Steps for using the customer address module:

  1. First, create a spreadsheet indicating all of the values that you would like to display for each customer.

  2. Once you have created your spreadsheet, save it as a CSV file.

  3. Copy the global profile and customize if needed.

  4. Import into WSM.

Form Fields Defined

  • Default:The value which is automatically displayed if you have not designated a value on your import file.
  • Values:Indicates how you must enter the text for that particular field category.
  • Delimited: Indicates what you must use for your Multi-Value Delimiter when having multiple cells load into one profile field. This feature is most commonly used when loading product images, as many times clients wish to show multiple product images for each item. If the MVD was a - your VALUES would read as the following: ${column header1}-${column header2}-${column header3}
  • Force Update:Indicates whether a force update must be clicked to have the new data load over the existing data. A force update is needed when an existing field’s information does not automatically update with the new csv file’s data.
  • Character: Either a restriction or recommendation for this field.
  • Special Notes:See special notes section for any additional details that may need to be referenced.


Field Names Defined:
AddressDefault: Required
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: 255  
Special Notes: 
Address2DDefault: Blank
Values: 
Text, No HTML
Delimited: 
N/A
Force Update: 
No
Character Limit: 
255  
Special Notes: 
CityDefault: Required
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: 255  
Special Notes: 
CompanyDefault: Blank
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: 255  
Special Notes: 
Country CodeDefault: Required
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: See Code List
Special Notes: This data must match a code from this list, http://wsmuniversity.com/p-28338-wsm-country-list.html. If not, the address will not import. 
Customer EmailDefault: Blank
Values: Access group name
Delimited: ;
Force Update: No
Character Limit: N/A
Special Notes: The Email is the Key in the Customer Address table linking the address to the Customer.
ExtensionDefault: Blank
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: 255  
Special Notes: 
First NameDefault: Required
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: 255
Special Notes: The first name of the Customer.
IDDefault: Unique Field
Values: Numeric
Delimited:
 N/A
Force Update:
 N/A
Character Limit: 
N/A
Special Notes: When the ID is blank, it will automatically generate a new ID. The ID is the Primary Key in the Customer Address table.
Last NameDefault: Required
Values: Text, No HTML
Delimited: N/A
Force Update: No
Character Limit: 255
Special Notes: The last name of the Customer.
PhoneDefault: Blank
Values: Numeric Only
Delimited: N/A
Force Update: No
Character Limit: Min 10
Special Notes: 
State CodeDefault: Blank
Values: Text
Delimited: N/A
Force Update: No 
Character Limit: 
Special Notes: This data must match a code from this list, http://wsmuniversity.com/p-28339-wsm-us-state-canadian-province-list.html. If not, the address will not import. 
ZipDefault: Blank
Values: Digits
Delimited: N/A
Force Update: No 
Character Limit: 10 
Special Notes: 

Summary

Once you've successfully imported customers addresses and your site is live, you can email them the new site information with login instructions.

For additional assistance with importing please complete our support request form.