Customer Import
Bring existing customer records into Allomancy from a CSV file.
Customer Import is the flow for bringing existing customer records into Allomancy from a CSV file. Use it when migrating from another system, restoring historical customer data, or preserving known customer details during a migration.
Where to find Customer Import
On the Customers page, click at the top to open the Import Customers flow at stores.allomancy.com/customers/import.
CSV format
Allomancy matches each CSV column name against familiar words, regardless of capitalization. The first matching rule below wins:
| If a column header contains | The value is read as |
|---|---|
key or uuid | the customer's UUID |
name or customer | the customer's username |
gift card credits or gift_card_credits | added into the customer's store credit |
restrictedcredit | the customer's restricted credit |
credit (any other credit-named column) | the customer's store credit |
discount | the customer's per-customer discount, as a whole-number percentage |
subscriber | the News Subscriber flag, with true, 1, or yes (case-insensitive) interpreted as subscribed |
A row is included only if at least one of the username and UUID columns has a value. Headers Allomancy does not recognize are silently skipped.
If a row has both a regular credit column and a gift card credits column, the two amounts are added together and stored as the customer's credit balance. The restricted credit is kept separate.
Running an import
Open the import page
Click on the Customers page to open the import wizard.
Drop or pick a CSV file
Drag a CSV file onto the 1. Upload the CSV File dropzone or click the dropzone to select a file. Allomancy reads the file. If no valid customer data is found, the dropzone asks you to ensure the CSV includes the required customer columns.
Review the preview
After Allomancy reads the file, the page shows 2. Preview Customer Data with a table of the rows it found. The table includes columns for Customer, Credit, Discount, and News Subscriber. To flip the subscriber flag on all imported rows at once, click Toggle News Subscription
Toggling News Subscription on for imported customers without their consent could be seen as spam.
Import
Click Import N Customers at the bottom of the preview. Rows that have no credit, no restricted credit, no discount, and are not subscribed are skipped.
Wait for completion
Large imports may keep processing in the background for a few minutes. To start over with a different CSV, click Import New File
How imports relate to other features
- Per-customer credit and discount: the values from the import end up on each customer's profile, on the same Credit, Restricted Credit, and Discount fields you can edit on the Customers page.
- Loyalty discounts: customer import does not change your store's loyalty tier rules and does not retroactively populate historical spending totals. Loyalty tiers continue to apply based on actual spending after the import.
- News Kiosk subscriber: a
subscribercolumn or the Toggle News Subscription button sets the same flag shown as News Subscriber on the customer list and on the News Kiosk subscribers page. - Different from the News Subscriber import: the News Subscriber import recognizes only the name and UUID columns and treats every imported row as a subscriber. Customer Import supports additional customer-record fields, such as credit, restricted credit, and per-customer discount, when those values already exist in the records you are migrating.
Permissions
Customer import is a write action on customer data, so it needs the Manage Customers permission. Store owners always have it. To grant it to a staff member, see Store Managers.