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🚩 Challenge
Merchants actively use third-party platforms, various services and additional marketplaces to grow their businesses, and the Magento sphere is no exception. The most tough issue is a scattered customer base, as all the leads on each third-party platform are potential consumers, but without the regular data sync you need to onboard and manage clients separately, which requires time and resources investments.
💫Solution
Keep your target audience in one place with automatic data synchronization. Regularly import customers from any platform to Magento using adjustable profiles and onboard them to increase sales. Also, this extension has extra options to cover more sophisticated business needs: perform one-time data transfer using simplified UI or create cron jobs for any entities.
Enlarged target audience: turn additional leads into Magento store customers
Prudent management: import users by segments to simplify their processing
Cost-effectiveness: migrate data without extra expenses and custom development
The more external services and platforms you use, the more questions about flexibility appear. But don’t worry! Import Customers for Magento 2 is a multi-purpose tool that lets you create custom configurations for any third-party systems, including CRM, ERP software and so on.
Changing configuration each time you swap import source is not the way out. That’s why you can create as many profiles as you need according to the source specifications. Usage example: specify the URL and every day at 4 p.m upload a CSV file of customers who purchased your products on Amazon. At the same time, once a week transfer leads that your sales team collects in Google Sheets by just providing the link to the file. This way, you can set different import flows for different needs.
No need to process imports to the detriment of store performance. Our extension includes several performance settings so that you could configure the flow without a negative impact on your server. Choose a suitable batch size and the parallel number of threads according to the server capabilities. The more powerful server you have, the more parallel threads you can enable and the faster the import process finishes.
Data incompleteness can become a real blocker, but not for this extension: transfer any customer-related information including attributes, customer groups, segments and so on.
Since different platforms collect different information about customers, migration of all possible details seems to be a challenge. Our solution is a tree structure of profiles: you can include not only the main entity, but also various subentities of different levels by just enabling them. Let’s see how it works: you enable the root entity and include must-have data about customers, e.g. name and email. If it is enough, you may immediately start importing. But if you have more info to import, you are free to activate other subentities (e.g. in a ‘customer address’ tab add ‘region’, ‘city’ and ‘street’ fields to extract this data from the file).
NEW: Now you can import subscribers data to Magento.
The naming discrepancy has always been a painful issue. In Magento, customers have ‘last names’, while in some European marketplaces they have ‘surnames’. Of course, both fields contain the same information, but the Magento database can’t identify it without the configuration. To deal with it, just specify how the required column is named in the import file during the profile configuration. This way, the module will understand which column to use to get the necessary info.
Some values provided in an import file can be out of date or just incorrect. In such cases, you can automatically update the values and their formats to meet the Magento requirements.
Stop creating multiple files with different customer segments separately - now, using advanced filters, you can just define which customers to import, and the extension will do the rest automatically. It is possible to use the values of any column as a segmentation parameter.
Several basic use cases:
Import customers to Magento using CSV, XML, XLSX , JSON, and ODS file formats. Interpret custom XML documents via XSLT editor.
Use URL, Google Sheets, REST API, Local Directory, FTP/SFTP,
File Upload, Dropbox and Google Drive.
Our solution has additional options to make data transfer easier. Autofill typical use cases, adapt import behavior, check the configuration with the validation feature and try other settings to make the management easier to handle.
Even if you matched data attentively, there still can be a chance of missing something. For this purpose, the module has a validation feature. Just hit the button to check if everything is correct and import the file without the fear of data loss. Additionally, Import Customers for Magento 2 includes sample CSV, XML and files of other formats to help you during the configuration. If you haven’t configured the mapping yet, the files will include all possible fields. If you want to generate a specific sample file, add the fields you want to map and the generator will compose a relevant file.
When the configuration is ready and the file is successfully validated and imported, you can avoid further manual processing of the particular profile. Just enable the automatic execution, select the schedule and our extension will do the rest for you. As for the schedule, you can either choose any of the cron templates or set your custom day and time for profile execution.
Choose the way the module should import customers to Magento: it is possible to add, update, add and update simultaneously or delete the information specified in the import file. You can identify users either by IDs or by emails. Additionally, select the behavior in case an error appears: you can stop the import process or skip the errors. If the second one is chosen, you may also specify the acceptable number of errors that can be skipped.
Each behavior has its own requirement to the file fulfillment, e.g. Magento can add a new customer only when particular data is provided. At the same time, you may not provide this data if you want to just update user information. To cope with such cases, just enable the autofill option and this custom Magento module will automatically add all required for mapping fields according to the chosen behavior.. Keep in mind that the feature is available only during new profile creation.
To monitor how data transfer is going, use the logs. There are several log grids so that you could properly control the process: check the history of each profile separately (the last tab on the profile configuration page) or get the full picture using the general import history. The second one records not only all actions concerning profiles execution, but also any activities taken with the help of additional interfaces.
When the import is over and new customers appear in the Magento store, you can automatically send them welcome emails with the request to create a password. Thus, shoppers will see that they already have an account in your store and all they need to do is to set a password and start shopping! By the way, you can choose the store view to send emails from.
This interface has a simplified UI and is designed to perform one-time imports faster. And it can be applied not only to migrate customers to Magento! The more Amasty Import extension you have, the more entities you are able to import in a few minutes.
If you already have all possible import extensions and want to schedule data transfer for all of them, feel free to configure Import Cron Jobs. Import any entity or subentity by cron and forget about time-consuming manual processing.
If you want to download a CSV sample of the Magento 2 customer import file, go to System > Import Customers > Profiles and click Add New Profile. Then, open the File Settings tab and choose CSV in the Import File Type field. Below, you will see the Download Sample File link, click on it, and the download will start automatically.
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You can always download the recent version free of charge from your account installing an upgrade is easy
See Magento (and other software) versions we support and guarantee their compatibility with our extensions
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