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Customers template

Create and update BigCommerce customers using Shift.

tip

Check out our step-by-step guides for how to import & export.

Quick start

The best way to get started is to run an export and use the file as a guide to the format required.

You can also download the customer template.

Import & export columns

Basic columns

ColumnDescription
IDThis is the unique identifier provided by BigCommerce for existing customers. It's unique per BigCommerce store.
This field is required to update existing customers. It is a read-only field.
EmailThe email of the customer
This must be unique.
First NameThe first name of the customer
Last NameThe last name of the customer
PhoneThe phone number of the customer
Customer Group IDThe ID of the customer group to which they belong.
CompanyThe company of the customer
Registration IP AddressThe IP address from which this customer was registered.
It can be sent when creating customers but cannot be updated on existing customers.
NotesThe customer notes.
Tax Exempt CategoryThe tax-exempt code
Date ModifiedWhen the customer was last updated
Date CreatedWhen the customer was created
Address CountThe total number of customer addresses
Attribute CountThe total number of customer attributes
AuthenticationUses to force a customer to reset their password on next login, or to set a specific password.
To force the customer to change their password on next login, use:
{"force_password_reset":true}
Shift does not support setting a specific customer password at this time due to security concerns. Should you require this feature, please get in touch.
AddressesSupport coming soon
Form FieldsSupport coming soon
Store Credit AmountsSupport coming soon
Accepts Product Review Abandoned Cart EmailWhether the customer is subscribed to product review or abandoned cart emails
Original Channel IDThe channel that the customer was created in.
This can only be set when the customer is created
Channel IDsThis is the list of channels that a customer can log into.

Metafield columns

FieldsDescription
{namespace}.{key}You can create and update customer metafields by adding a column named after the metafield namespace and metafield key separated by a .. If the metafield already exists for the customer, it will be updated, otherwise, it will be created.
The metafield namespace and key each must be fewer than 65 characters.
Metafield values can be up to 65,535 characters long. An empty string or a string with only whitespace is not a valid metafield value.
All metafields will be created with write and storefront access permissions so they can be queried via the storefront GraphQL API.
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As we don't know the names of metafields in advance, you can only select all metafields when exporting.

Export filters

You can filter customer exports by:

  • Specific customers
  • Company (text match)
  • Customer group
  • Date created
  • Date updated
  • Name

Available filters when exporting customers

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As you reduce the number of items in your export, or change what data should be included, the estimate of the number of records and duration of the export will be updated.