1. When to Use Custom Imports
While OneShop offers powerful filtering based on point-of-sale (POS) data, there may be instances when:
You want to target customers by a custom field not mapped in OneShop.
You're working with a special segment (e.g., event attendees or VIP lists) not available through automatic POS sync.
2. Download the Import Template
Go to CRM → Import in the left-hand menu.
Click the “Export” button to download the template CSV file.
The template includes columns like:
First Name,Last Name,Email,Phone, and more.
3. Prepare Your Custom Segment File
Open the downloaded template or your own CSV file.
At minimum, include either:
Email or
Phone Number
✅ You don’t need both, but one is required to match the record inside OneShop.
Add a Tag column to label these customers (e.g.,
custom_field,vip,event_october).Optional: Add multiple tags separated by commas.
4. Upload Your Segment to OneShop
Return to the Import page.
Click “Choose File” and upload your completed CSV.
Assign a Store Location.
🔹 Note: If customers already exist in your POS, the store location is ignored.(Optional) Adjust Opt-In Status if needed.
Click Save to complete the import.
5. Verify the Import and Locate Tagged Customers
Go to CRM → Clients.
Use the Tags filter on the right to search for the tag you imported.
Click Confirm to load all customers associated with that tag.
6. Use Tags in Broadcast Campaigns
Start a new Broadcast.
Open the Filter section.
Scroll down to the Tags field and enter the tag (e.g.,
custom_field) you imported.Proceed to build and send your campaign to this segmented list.