Import accounts

Giving customers credit should be easy. Thats why with Shopwaive we made it that way

To start creating, importing, or migrating customer accounts from another platform, follow these steps. The outlined steps describe the available options in the app dashboard.

Open the Shopwaive app

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 import dashboard by clicking the left menu item labeled Import

Click Import from left side menu

Get the template

In the popup that appears, select to assign or increment customer balances and then click Get template to download a template CSV file to your local drive.

Choose to either assign or increment balances, then select Get template to download the template

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

Assign template file with customer data being prepared to import into Shopwaive

Note, you cannot use both the Balance and Increment columns in the same template

Increment balances using the Increment column

Increment template file with customer data being prepared to import into Shopwaive

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.

Customer accounts are successfully uploaded and ready for import

If you receive errors highlighted in red, follow the troubleshooting steps below or you can delete rows, make edits or changes to correct the issues. After making edits, click the Export button to save the file to your local drive and then simply drag it back into Shopwaive for revalidation

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.

  1. Ensure you use the CSV template file by clicking Get template

  2. Only include data for the columns in the template, and do not change the column titles

  3. Check to be sure your customers email addresses are valid and are in the correct format

  4. 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

  5. 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

  6. 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 previously have a Shopify account, a Shopify account is created for them.

Discover the powerful benefits of using Shopwaive. Give store credit to new leads or potential customers that have opted-in for email notifications. You can then send emails within Shopwaive or connect your Klaviyo account and send automated Account activation requests with a store credit offer to encourage first-time customers to visit your site and spend their welcome credit. Pretty neat, right? Yeah, we think so too! 🎉

Successful import

If the import is successful, you'll receive a success message and the import transactions take effect immediately. You can close the popup, you're done and your customer's credit is ready to be redeemed.

Most imports take effect within seconds. For large datasets with new customers without a previous account, allow an additional 2 seconds per new account. For each new customer you can estimate the time to complete using this formula:

No. of new customers x 2 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:

1000 x 2 seconds = 2000 seconds / (60 seconds / 1 minute) = Est. 33 mins to import 1000 new customers

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