Import accounts
Giving customers credit should be easy. Thats why with Shopwaive we made it that way
Start creating, importing, or migrating customer accounts from another platform. Need to create or update existing accounts? See Create or Update accounts
Delete accounts with Bulk import
Deleting accounts is an irreversible action, ensure you create a backup before proceeding
Delete inactive, dormant, or terminated accounts with our Bulk import Delete Accounts mode. Follow the steps below to delete accounts via a bulk import operation.
Importing accounts in this mode will mark them for immediate deletion, including all related customer data including transaction history. This action is irreversible, and cannot be changed. If you are unsure, please export your customer data prior to proceeding or contact us at [email protected].
This action only deletes Shopwaive data associated with customers and does not delete any Shopify data. Deleting accounts may be desired if known accounts are inactive, dormant, or you wish to exclude accounts from being serviced by Shopwaive.
Deleting accounts can help reduce your monthly expenditure by reducing your total accounts subject to usage fees that Shopwaive services. You'll use the same CSV template used for importing customers. When you delete customers the same import template is required but only data in the Email column is used to mark customers for deletion, all other column data is ignored and can be left blank
Open the app, visit the Customers menu, and click Import at the top right
Once you click Import, at the bottom right of the top card click the link labeled I want to delete accounts, this will activate Delete mode.
To delete accounts, You'll use the same CSV template used for importing customers. In the template, populate the Email column with emails of the accounts that you want to delete. Only the Email column will be used to delete accounts with matching emails on file. All other column data is ignored and can be left blank, however, the header columns of the downloaded import template are still required to complete the bulk delete operation.
After adding the account emails, drag and drop your import CSV file into the drop zone or click Add file to upload from a local drive.
After you are ready to proceed to delete the targeted accounts, click the Delete accounts button at the top right of the page. A popup will appear to ensure you want to proceed. After proceeding, your accounts and associated transaction data will be deleted immediately.
Upon successful deletion, a toast message will appear at the bottom of the page, "Accounts deleted"
After accounts are deleted, you are no longer charged usage (servicing) fees for these accounts and Shopwaive no longer retains the data stored previously.
Have any questions on deleting accounts? Reach out to our team at [email protected], we're here and happy to help
Delete accounts from Settings
From the Settings menu, you can visit the General tab and Delete Accounts. This operation allows you to delete all your accounts on file, or only the ones that do not have a balance. This option is reserved as an irreversible nuclear option and should be avoided unless you have completed an export to backup your data or are working in a development environment where data is not necessary to retain.
Create or update accounts with Bulk import
If you have developer support, you can also create and import accounts using the Shopwaive API. Have questions? Reach out to our team at [email protected], we're glad to help
First, navigate to the Customers menu, then click Import
Get the template
Click Download the CSV import file to download the template CSV file to your local drive
New! Target Shopify's new Store Credit Primitive and API during bulk import to update 1,000s of your customers balance in just seconds. You can use Shopify's native store credit feature in combination with Shopwaive balances and Checkout extensions
Assign balances using the Balance column
Note, you cannot use both the Balance and Increment columns in the same template
Increment balances using the Increment column
Copy and paste your customer's email address, existing credit balance or incremental deposit or debit, and any note you'd like to attach to the customer import transaction. The Email and either the Balance or Increment are required, while any transaction note is optional. You also have the option to include Shipping credits, this column accepts integer values, each shipping credit is equal to free shipping on a single order. Enter "1" to give free shipping on a single order, or "0" to defer giving newly imported customers shipping credits.
The Balance or Increment column can be any numeric value greater than or equal to 0. It does not require a currency symbol, but you can include it if it is convenient. Your balance currency will always be defined by the currency setting defined in Settings.
The total number of customers that can be imported and at any given time is limited depending on your Shopwaive subscription plan. Our team can temporarily lift these restrictions upon request and based on need, please email us at [email protected]
Upload your customers
Ensure you save or export the template with your customer data as CSV (.csv file extension). Then simply click Upload or Drag and drop to import your data into Shopwaive. When the file upload is successful, your page will appear similar to the example provided below.
If you have trouble importing your customer data, try the troubleshooting steps listed here, otherwise you can skip this section and continue to Confirm and Import your customers
Troubleshooting imported customers
To ensure you are successful with importing your existing customer data, follow the guidance and requirements outlined below.
Ensure you use the CSV template file by clicking Download the CSV import file
Only include data for the columns in the template, and do not change the column titles
Check to be sure your customers email addresses are valid and are in the correct format
Expiry dates and Shipping are optional, leave blank if you do not need to define an expiration or shipping credit. You can always change this later
Only include numerical amounts greater than or equal to zero in the Balance column. The Increment column accepts values less than zero to perform a debit. In contrast, values greater than zero will perform a credit. Currency symbols are optional, but consider removing them if you receive errors. Define your store credit currency in the app Settings
If you exceed the limit for max number of customers imported, contact our support team at [email protected], depending on your subscription plan we may lift these restrictions.
Confirm and Import your customers
After you confirm the data is ready, click Import to proceed to import your customers into Shopwaive. If you have customers that did not previously have a Shopify account, a Shopify account is created for them.
Discover the powerful benefits of using Shopwaive. Give credit to new leads or potential customers that have opted-in for email notifications. You can then send emails within Shopwaive and send automated Account activation requests with an offer to encourage first-time customers to visit your site and spend their welcome credit. Pretty neat, right?
Successful import
If the import is successful, you'll receive a success message and the import transactions take effect immediately (with the exception to large datasets described below).
Most imports take effect within seconds. For large datasets with new customers without a previous Shopify account, allow an additional 7 seconds per new account. For each new customer you can estimate the time to complete using this formula:
No. of new customers x 7 seconds = ETA to complete
For example, you have 1,000 new customers without a previous Shopify account. The estimated time to import is calculated below:
1,000 accounts x 7 seconds = 7000 seconds / (60 seconds / 1 minute) = Approximately 2 hours to import and sync 1,000 new Shopify customers
Alternatively, if all your imported accounts already have a Shopify account and you only need to update their Shopwaive data, you can estimate the time to complete an import to update Shopwaive data by assuming 5 ms per transaction.
For example, you have 1,000 transactions to update. The estimated time to complete the Shopwaive data updates with bulk import is:
1,000 transactions x 5 milliseconds = 5,000 milliseconds / (1,000 milliseconds / 1 second) * (60 seconds / 1 minute) = Approximately 5 seconds to import and sync 1,000 transactions
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