📤 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 Registration Forms → Registration management.

2. Click Export to download registration data.

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 BSS B2B Wholesale Solution app.

To import data:

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

2. Go to Registration Forms → Registration management → Import.

3. Upload your file and confirm import.

4. Once imported, customer accounts will appear in your Registered Customers list, ready for approval or tagging.

💡 Notes:

• Any invalid or duplicate records will require correction before the import can proceed.

• 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
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]
Tags	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	ISO country code (e.g., VN for Viet Nam)
State/Province/Emirate/Region/Governorate	State or province code
Zip code	Customer’s ZIP or postal code
Apartment	Apartment or suite information
EU VAT Validation	Valid EU VAT ID
UK Validation	Valid UK VAT ID
US EIN Validation	Valid US EIN ID
ABN Validation	Valid ABN ID
India 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)
File upload	Customer’s file
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.