> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/wix/store-credit/import-accounts.md).

# Import accounts

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

## Open the app

First, just open the Shopwaive app and click the left menu item labeled <mark style="color:blue;">**Import**</mark>

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FYq7YHbWns2tnIh3tdpF6%2FGreenshot%202023-10-29%2021.09.51.png?alt=media&amp;token=843c6da0-1dcc-4a28-8b00-044244389446" alt=""><figcaption><p>Click Import from the left side menu</p></figcaption></figure>

## Get the template

In the popup that appears, click <mark style="color:blue;">**Get template**</mark> to download a template CSV file to your local drive.

## Add your customers into the template

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2Fza0rCCm58Bgg18TdFO99%2FTemplateExample.png?alt=media&amp;token=9adc0ac4-9a37-4f78-a499-1e806da52fc6" alt=""><figcaption><p>Example template file with customer data being prepared to import into Shopwaive</p></figcaption></figure>

Copy and paste into their respective columns your customer's email address, existing credit balance, and any note you'd like to attach to the customer import transaction. The email and balance are required, while any transaction note is optional. Shipping credits are not yet supported.

{% hint style="success" %}
The credit 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 credit currency will always be defined by the currency setting defined in <mark style="color:blue;">**Settings**</mark>
{% endhint %}

{% hint style="info" %}
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 <support@shopwaive.com>
{% endhint %}

## Upload your customers

Ensure you save or export the template with your customer data as CSV (.csv). Then simply click <mark style="color:blue;">**Upload CSV**</mark> to import your data into Shopwaive. When the file upload is successful, your page will appear similar to the example provided below.

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FZUH1ZkNauN5WmIMD1Lq0%2FImportExample.png?alt=media&amp;token=56e05e7c-f6f1-4a5c-9887-13701b0f1de0" alt=""><figcaption><p>Customer accounts are successfully uploaded and ready for import</p></figcaption></figure>

{% hint style="info" %}
If you receive errors highlighted in <mark style="color:red;">**red**</mark>, follow the troubleshooting steps below
{% endhint %}

If you have trouble importing your customer data, try the troubleshooting steps listed here, otherwise you can skip this section and continue to <mark style="color:blue;">**Confirm and Import your customers**</mark>

## 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 <mark style="color:blue;">**Get template**</mark>
2. Only include data for the three 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. Only include numerical amounts greater than or equal to zero in the <mark style="color:blue;">**Credit**</mark> column. Currency symbols are optional, but consider removing them if you receive errors. Define your credit currency in the app <mark style="color:blue;">**Settings**</mark>
5. If you exceed the limit for max number of customers imported, contact our support team at <support@shopwaive.com>, depending on your subscription plan we may lift these restrictions.

## Confirm and Import your customers

After you confirm the data is ready, click <mark style="color:blue;">**Import**</mark> 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.

{% hint style="success" %}
Use the import to give credit to new leads who opted in to email. Then send them an email from Shopwaive that invites them to visit your site and spend their welcome rewards.
{% endhint %}

## Successful import

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

<figure><img src="https://1743155819-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6HSAZj4RDucpQwVtzMYt%2Fuploads%2FGsaOgC3PhaDnIb959P6v%2FImportExample_Success.png?alt=media&amp;token=09406935-a710-4064-a605-8c5e90ace49e" alt=""><figcaption><p>A success message appears when customer accounts are imported without issue</p></figcaption></figure>