Mandy Carpenter No Comments

To apply a specific customer category to a bulk list of customers, follow the steps below on how to import a CSV list to customer categories:

Step 1: Export your Customer Account Codes

    • Navigate to Customers -> List customers

    • Show hide the correct column “Account codes”
    • Show “all” Rows
    • Export to CSV

    • Open the exported list in Excel

Step 2: Manipulate the Data in Excel

    • In cell B2 (next to your first Account Code) Type the following:  =A2   then press enter.

This will result in the same account code displaying next to one another.

    • Directly below in cell B3, type the following:  =B2&”,”&A3   then press enter.

    • Hover your cursor over the bottom right corner of cell B3, when a cross (+) appears, double-click to apply the formula to the entire column.

      • Scroll to the last row of data. Select the cell in the B column containing all the account codes, separated with a comma and copy the contents of the cell.

Step 3: Apply the Category to all your customers

    • Open the add to customer’s button of newly created category.
    • Paste the values which you just copied into the text field, and select “add to customers”.

    • The category will now be applied to all customers