Uploading customer accounts allows you to manage orders, billing, personalized promotions, and email receipts within each customer’s profile. If you're bulk adding customers, you can save time by uploading them with a CSV file.
Uploading customers in bulk requires Google Sheets for the CSV file and must be done on a desktop device.
What's in this guide?
Uploading customer accounts with a CSV file
Frequently asked questions
Uploading customer accounts with a CSV file
Uploading customer accounts in bulk works for adding a new batch of customers and for updating details of existing customers. To ensure a successful import, limit each customer CSV file to a maximum of 500 rows.
When adding new customers with a CSV file, leave the ID field blank. Lightspeed will automatically generate the customer ID after the import is completed.
To upload customer accounts with a CSV file:
- Log in to Back Office with your Lightspeed credentials.
- From the navigation menu, select People > Customers.
- Click the export button to download the CSV template file.
- Open the CSV file using Google Sheets.
- Enter the details for each customer you need to add. Here, you can edit:
- ID: If you're editing an existing customer, this is a number automatically assigned by Lightspeed. Do not edit this field.
- Customer Name: This is the customer's name and is a required field.
- Email: Provide the email address. This or the phone number must be added as a unique identifier.
- Phone: Provide the phone number. This or the email address must be added as a unique identifier.
- Address: The customer’s address. This field is optional and is not needed for the import to be completed.
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Tags: Add any tags you want to use for organizing customers or creating customer-specific promotions. Tags can also be used with a barcode scanner to quickly link customers to an order at the POS.
- Once you're finished editing the file, select File > Download > Comma Separated Values (.csv).
- To import the file, navigate back to Back Office.
- From the navigation menu, select People > Customers.
- Click the import button.
- Drag and drop your customer import CSV file into the upload box, or click the box to browse and select your file.
- Click Import Customers.
A message will display once the import is successful, and a confirmation email will be sent to your registered email address in Back Office.
Frequently asked questions
For the file to import without any issues, it's important to check that it meets the following criteria:
- Ensure all invalid characters are removed.
- Ensure all duplicates are removed.
- If the file contains more than 500 rows, split it into multiple files of 500 rows each, and import each file separately.
- Ensure the CSV headers match what's in the original template you've exported.
Yes, you can use a CSV file to update details for existing customers as well as add new ones. Alternatively, you can edit individual customer information directly by navigating to Back Office > People > Customers.
When adding a customer, you need the customer’s name and at least one unique identifier, which can either be their email address or phone number.
What's next?
Add users to manage permissions and staff attendance efficiently.
Link customers to an order with barcode scanning.