When you import customers on the Customers screen, you can import these customer details. Only Email is required. See How to import customers from a CSV file for the steps.
Customer details
Email (required): must be a valid email address. WithWine uses the email address to identify each customer.
Customer Number: optional. If you leave it out, WithWine creates a customer number automatically.
Remove Customer Number: when updating existing customers, removes a customer number you entered or imported, so WithWine uses an automatic one. Use YES/NO, TRUE/FALSE or 1/0.
Mr/Mrs/Ms: must be Mr, Mrs, Ms or Dr.
First Name and Last Name.
Notes: saved to the customer's Notes.
Is Mailing List Subscriber: whether the customer is on your mailing list. Use YES/NO, TRUE/FALSE or 1/0.
Address Line 1, Address Line 2, City, State, Postcode and Country. In Australia, put the suburb in City. Use a two-letter country code, such as AU, NZ or US.
Phone: set the column to text format so your spreadsheet program doesn't change the numbers.
Business Name.
Delivery Instructions: shown on the customer's contact card, for example "Leave at front door".
Date of Birth: use the yyyy-MM-dd format, such as 1975-03-13.
Account Manager Email: the email address of a staff member who has access to WithWine.
Remove Account Manager Email: when updating existing customers, removes their account manager. Use YES/NO, TRUE/FALSE or 1/0.
Tags: separate several tags with commas, for example Cellar door visitor,Shiraz lover. If you edit the CSV file in a text editor rather than a spreadsheet program, put the tags in double quotes.
Example
In this example CSV file, the Tags column (K) shows customers with one tag, several tags separated by commas, and no tags:
Club membership and account credit
The import screen also has Club Membership and Account Credit fields, for importing club members and adding or expiring credit. Club member imports need more preparation, so they're covered in a separate article.