When moving from another platform to Lightspeed eCom, consider adding your customers by importing. It's faster than manually entering your customers one by one.
Also when managing your eCom store, you can use the Import tool to make bulk edits for your customers.
Having all your customers in Lightspeed eCom helps with this:
Employees can more easily create quotes, add customers to customer groups and inform customers.
Customers can enter their billing, shipping, and business information. However, your customer will still need to reset their password to access their customer account. For more information on how to communicate this to your customers, click here.
Instructions
A successful import depends on the quality of your data. That's why most of the steps you need to follow when importing to eCom revolve around the worksheet. For more information about the importance of a worksheet, click here.
Use the following instructions to get started:
Create a data backup
Preparing your worksheet
Import your worksheet
Verification of your worksheet
1. Creating a data backup
Skip this step if you are importing new customers to Lightspeed eCom.
To start editing your customer data and importing the changes, create a data backup of the current customer data you have in Lightspeed eCom. If you have customer data from another platform, make a secure backup.
In the left menu of the back office, click on Tools.
Click on Exports.
In the top right corner of the page, click New Export.
Next to Choose what to export, click on Products to view the drop-down list.
Click on Customers.
Click on Export.
Look in the Status column if the status is PROCESSING . When the status changes to READY , processing is complete. Click Download on the right side of the screen.
Find a location on your computer that is easy to find and click Save.
2. Prepare your worksheet
To create new customers or edit existing customers, you can use these steps to create a new table that will become your worksheet.
3. Enter your data file
Now that you have prepared your data file and saved it to your computer, you can now upload the file to eCom via the Import tool.
Log in to your eCom store's back office and click Tools.
Click on New Import.
Click Browse computer.
Find your worksheet and click Open.
Click What do you want to import? and select Customers.
The page will continue automatically.
The fields in the SELECT FIELDS section are automatically mapped to the correct fields as long as the column headings have not been changed in your worksheet. If some columns are not mapped, please refer to this article to find the correct matches. Click Continue in the top right corner of the screen.
Click Start the import. The Import tool will start processing the import. You don't have to stay on the page and can come back to it later.
4. Verify your changes
It is necessary to check if your edits were successful after starting an import. After checking the Import tool for errors, it is important to test some clients from your worksheet and confirm whether your edits have taken place.
Confirm that no errors occurred during the import:
Log in to your eCom store's back office and click Tools.
Find your import by date or file name and click on View report next to the status.
If errors are visible, correct your worksheet and re-import your edits. To see frequently asked questions and ask your own questions about errors, visit the Lightspeed Community article here.
Confirm that the edits have been made
In Google Sheets, open the sheet you uploaded on Lightspeed eCom.
Select any row and copy the customer's email.
Log in to your eCom store's back office and select Customers.
Paste your customer's email into the search bar.
Find your customer's name by pressing Enter on your keyboard.
Click on your customer's name.
Click edit to see all of your customer's editable information.
Compare the customer's editable information with your worksheet to make sure the changes you've made are reflected correctly.
Repeat steps 1-8 for a few customers until you are sure all your changes have been imported correctly.
Reference
Review the following information to help you import customers.
Communicating to customers to reset their password
If you're importing your customers, you'll need to explain to them how to reset their password if you want them to use the account you create for them. You can use one of two methods: Using Lightspeed or using an external mailing platform.
Using Lightspeed
This method can be more time consuming as it involves repetitive steps, but it can also be simpler for your customers.
Check out the template Lightspeed eCom uses to send password reset links. Click here for more information on how to view the template.
Manually send this communication by repeating the following steps for all your customers:
Log in to your Lightspeed eCom back office and click on Customers.
Select a customer's name.
Scroll to the bottom of the page and click Send password.
In the pop-up, click again on Send password.
Repeat steps 2-4 for all customers you imported.
Use of an external mailing platform
This method requires the use of an external mailing platform. While it can be a faster workflow, it can be more complicated for your customers.
Check out the template Lightspeed eCom uses to send password reset links. Click here for more information on how to view the template.
Create an email on an external mailing platform such as Mailchimp and email all your customers the instructions. Make sure the instructions include the following:
An explanation that you have changed the eCom platform.
An explanation that they need to reset their password.
Instructions on how to reset their password. Customers can reset their password by clicking Forgot password? before trying to log in. Test these steps as each theme on your website may be slightly different. The steps are:
Go to our website [here].
Click on Account / Login / Register.
Click on Forgot your password?.
Enter your email address [email].
Click on Send.
Check out the template Lightspeed uses to send password reset links
You can view the template by following these instructions:
In eCom Back Office, click Settings.
Click Notification emails.
Click on Account password.
Make sure the email is customer friendly and includes an explanation that you changed your eCom platform and they need to reset their password. You should also include a hyperlink that your customers can click to reset their password. To do this:
Write Click here to reset your password.
Highlight here and click on the Insert/Edit link.
Enter [[reset_link]] with brackets in the URL-field and click Ok.
Click on Save.