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  Public Ticket #2872269
Importing Existing Customers
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Comments

  •  3
    Rick Thrasher started the conversation

    How do we set up or import existing customers? I found one articled, it appears I need an import plug-in? 


    Thanks

  •  3
    Rick Thrasher replied

    Actually, this is both simpler and more complicated. The existing b2b customers do not have full profiles in woocommerce or the accounting database: So we would need to manually set up username, password or is there a script that would do this? Or maybe we just need to have these customers register themselves. Thanks! 


    Customer Bill to Main Email Primary Contact Main Phone Ship to 1 Customer Type
  •  2,218
    WebWizards replied

    Hi Rick,

    Do you have a list of customers (E.g. from a previous site) and you want to import this (to create an account for each customer)? B2BKing doesn't have this but there are some plugins out there with this feature.

    I think this free plugin can do it for example: https://wordpress.org/plugins/import-users-from-csv-with-meta/

    I think you would need a CSV list with emails, and this plugin would create accounts and even email the owners with the login credentials.


    Hope that helps, 

    Kind regards,
    Stefan

  •  3
    Rick Thrasher replied

    Thanks Stefan! I'll check it out! 


    Best, 


    Rick