In MioCommerce, you can import and export customer lists directly from the Customers section of your account. This makes it easy to migrate customer data, keep backups, or manage customers across different tools and platforms.
In this article, you’ll learn how to:
Import customers using a CSV file
Export your customer list in multiple formats
Importing customers
You can import customers into MioCommerce using a .csv file.
You may either:
Download a sample MioCommerce customer CSV, or
Use CSV files from supported sources such as:
Supported CSV fields
Below is an overview of the fields supported in the MioCommerce customer CSV file:
Column | Description | Required |
Customer No | This is the customer number field. If this is your first time importing a specific customer into your account, leave it blank – one will be generated for you. | Optional |
Email Address | Email addresses are used for updating customers about their bookings. | REQUIRED |
First Name | The first name of your customer. | REQUIRED |
Last Name | The last name of your customer. | REQUIRED |
Gender | The gender of your customer. Currently, the only available values are female, male, or unspecified. | Optional |
Address1 | The street address of your customer. | Optional |
Address2 | The second address line of your customer. | Optional |
Address Unit | The apartment number, unit, or suite of your customer. | Optional |
City | The city of your customer. | Optional |
Province/State | The province or state of your customer must be written out. For example, New York, as opposed to NY. | Optional |
Country | The country of your customer must be written out. For example, United States, as opposed to US. | Optional |
Postal Code/Zipcode | The postal code or zip code of your customer. | Optional |
Phone Number | The primary phone number of your customer must be entered along with the proper country code. For example, +1 (123) 456-7890, where +1 is the country code for Canada and the United States. | Optional |
Mobile Number | The mobile number of your customer. The mobile number must be entered along with the proper country code. For example, +1 (123) 456-7890, where +1 is the country code for Canada and the United States. | Optional |
Timezone | The timezone of your customer must be written out. For example, Eastern Standard Time, as opposed to EST | Optional |
Language | The preferred language of your customer. Communications made out to the customer will be in the language of choice. Currently, the only accepted values are English, French, or Unspecified. | Optional |
How to import customers
⏱️ Imports may take up to 30 minutes to complete, depending on file size.
Once you’ve prepared your .csv file:
1. Go to the “Customers” section of your admin. Under actions, click “Import Customers” in the top corner of the screen.
2. Select or drop a file to import, and then click “Import now”.
3. You will be redirected to a page with your import history, where you will be able to see your new import, along with the status. It can take up to 30 minutes for the import to complete.
Exporting customers
1. Go to the “Customers” section of your admin, and click “Export Customers” in the top corner of the screen.
2. Select the format you would like to export. You can choose from:
Google .csv format
Outlook .csv format
MioCommerce .csv format
3. Your export .csv will download automatically.
What to do next
After importing or exporting customers, you can:
Review and edit customer profiles
Create bookings for imported customers
Invite customers to the Customer Portal
👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊