AMFG offers a solution to import a large number of customer contact accounts into your AMFG console. There are a few key details to take into consideration in order to import contacts successfully.
What do you need to remember?
When a new customer contact is created in AMFG, we will automatically send an email to the person in question notifying them about their new registration.
Please specify if you wish your customers to receive this email or not when requesting the contacts import, to make sure that we do not send unnecessary spam.
What do you need to provide to AMFG?
To proceed with the import, you will need to contact the AMFG Support Team via the support chat or at support@amfg.ai and provide us with a CSV file containing all the relevant contact details in a specific format. A template of the required file is attached at the bottom of the page.
Please make sure you do not make any structural changes to the template!
When updating the import template, please note that the following columns are mandatory and cannot be empty for any of the contacts in the list:
First Name
Last Name
Email Address (must be unique, no duplicates allowed)
Account Type (private or business)
Customer Status (New by default)
Note: Account Type cannot be changed once the contacts are created!
Some key things to remember:
Be sure to provide only one email for each contact and use emails that have not already been used in the system (the contact account should not exist in the app already). Otherwise, the contact won’t be created!
To import a contact, it is not required to provide delivery and billing address information (these fields are optional). However, it is recommended to provide these details in advance, because updating the addresses manually later in the console would be very time-consuming.
You can add multiple billing/delivery addresses, just be aware that the first one provided will be the default one. To add multiple addresses, just place them below the default one, as in the example below:
The only required fields for billing and shipping addresses are First Name, Last Name, and Email. If either of them is not provided, that address will be skipped.
If our system doesn't find any matches to the provided Customer Group, it will assign the default values selected in your Management Console.
When specifying the profit center, please use External ID (ID-001 ID-002 ID-003 ID-004 ID-005)
VAT Charges can be True or False. By default, it’s True
The password is autogenerated and is sent to the email provided within the Email column.
You must follow the structure of the provided CSV template and never add/delete columns or move them to a different position; otherwise, it may break the import format!
To request a Customer List import, please contact the AMFG Support Team or your Project Manager.
Please use the example CSV sheet template attached below, as it contains all of the relevant data required for accurate customer importing.
Make sure that all contacts' information is filled in correctly before sending the file for processing!