📤 Import & Export Registration Data

Managing a growing list of wholesale customers doesn’t have to be time-consuming. The Import & Export Registration Data feature lets you quickly back up, transfer, or sync customer data between stores — ensuring that every wholesale registration stays safe, organized, and up to date.

📦 Export Registration Data

You can export all registration submissions directly from your app dashboard to keep track of new signups or share data with your team.

To export data:

1. Go to Customer Management → Registration Form → Submissions List.

2. Click Export to download all or filtered submissions.

3. Choose a CSV file format for convenient access in Excel or Google Sheets.

The exported file includes customer details, approval status, registration answers, and tags — giving you a complete view of your wholesale sign-ups.

💡 Tip: Export regularly to back up your customer database or share data with your sales and marketing teams for follow-ups.

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📥 Import Registration Data

Already have wholesale customers from another platform or store? You can import them easily into your B2B & Wholesale Solution app.

To import data:

1. Prepare a data file in .csv or .xlsx format that follows the correct structure (see below).

2. Go to Customer Management → Registration Form → Import.

3. Upload your file and confirm import.

4. Once imported, customer accounts will appear in your Submission List, ready for approval or tagging.

💡 Notes:

• Invalid or duplicate records will be skipped automatically.

• You can still manually edit, review, or tag imported customers after import.

• The Password field has been removed for security reasons — imported users will create their own passwords upon first login.

📋 File Format Reference

Column Name	Description & Format
File Type	Must be .csv or .xlsx
first_name	Customer’s first name
last_name	Customer’s last name
email	Must be unique and not exist in the system. Format: [email protected]
tag	Tags for the customer account (under 40 characters). Separate multiple tags with commas ,
tax_exempt	yes – customer is tax-exempt; no – customer is taxable
phone	Must follow E.164 format (e.g., +1XXXXXXXXXX) and be unique
company	Customer’s company name
address	Customer’s street address
city	Customer’s city
country_code	ISO country code (e.g., VN for Viet Nam)
state_code	State or province code
zip	Customer’s ZIP or postal code
apartment	Apartment or suite information
vat_validation	Valid EU VAT ID
uk_validation	Valid UK VAT ID
us_ein_validation	Valid US EIN ID
abn_validation	Valid ABN ID
gst_validation	Valid GST ID
subscribe_to_our_newsletter	yes – subscribed; no – not subscribed
dropdown_selection(s)	Value of selected dropdown option(s)
multiple_checkbox	Selected checkbox options, separated by slashes /
text_field	Customer’s typed response (text field)
text_area	Customer’s typed response (text area)
Password	Removed from import for security reasons

🔄 Why This Matters

• Backup & Security: Keep a safe copy of all wholesale registrations.

• Migration Made Easy: Move your B2B customer list between stores or test environments.

• Team Collaboration: Share clean, structured data with sales or marketing teams.

• Scalability: Effortlessly manage hundreds or thousands of registrations.

With this simple import/export system, your wholesale customer management becomes faster, safer, and more scalable — giving you the flexibility to grow without losing track of valuable client data.

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.