AMFG offers a solution to import a large number of customer accounts into your Management Console. There are key details to take into consideration in order to import customers successfully.
What do you need to remember?
When creating a customer account via import, the contact in question will automatically receive a new registration email from AMFG. The email will be using the default “Management Console Registration” template and it will contain a randomly generated account password (that can be used by the customer to sign in to their account on the Front End Customer Portal).
If you do not want the new customers to receive this email, you can simply disable the template by navigating to Settings -> Email & PDF Templates -> Open the “Management Console Registration” email template -> Turn the Active toggle Off -> 'Save' the template:
Most customers do not want to receive this email (it may appear as Spam) so it is usually disabled before import.
After import, be sure to re-enable the email template if required!
Note: The title or the contents of the email template could be changed in the Email & PDF Templates Settings in your Management Console app.
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 the customers' details in a specific format. The following fields are mandatory:
First Name
Last Name
Email Address
Account Type (Private or Business)
Note: Account Type cannot be changed once customers are created!
Some key things to remember:
Be sure to use customer emails that have not already been used in the system (the customer account should not exist in the app already). Otherwise, the customer won’t be created!
To create a customer, it is not required to provide delivery and billing addresses (these are optional). So creation will work if either of the addresses is left empty in a CSV row. 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 Status and Customer Group, it will assign 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 delete columns or move them to another position, otherwise it may break the import format!
To request a Customer List import, please contact the AMFG Support Team. Please use the example CSV sheet attached below as it contains all of the relevant data that is required for the customer import process. It's the Customer’s responsibility to fill out the information correctly.