1. Navigate to the Import Tool
Go to the left-hand menu in OneShop.
Click on CRM → Import.
2. Download the Import Template
Click the download icon to export OneShop’s import CSV template.
The template includes the following fields:
First Name
Last Name
Email
Phone
Tag(s)
Note
Anniversary
Birthday
Loyalty Points
3. Fill In Your Data
Open the downloaded file and input your customer information.
Minimum recommended fields:
First Name
Last Name
Email
Phone
Optional:
Add tags (e.g., “outside import” or campaign-specific labels).
Use commas to separate multiple tags per customer.
Include loyalty points, anniversaries, birthdays, and notes as needed.
4. Save the Completed File
Save the file in CSV format on your computer.
5. Upload the File into OneShop
Return to the Import page in OneShop.
Click “Choose File” and select your saved CSV.
6. Assign a Store Location
Select the appropriate store location for the imported customers:
Choose a specific store if the list belongs to that location.
Or choose the All Group for company-wide access.
7. (Optional) Opt-In for Text Messaging
If you have explicit written consent to text these customers:
Check the “Opt-in” box.
Click “Accept” to confirm legal compliance.
⚠️ Only check this box if you have verified, written opt-in permission.
8. Finalize the Import
Click “Save” to begin importing.
Processing times vary:
Small lists (a few hundred) import in minutes.
Larger lists (10,000+) may take up to 24–48 hours.