How to migrate offline customers into Chargebee?

Modified on: Fri, 15 Jul, 2022 at 1:21 PM

Scope

I want to consolidate my offline customers and Chargebee customers. So, I'd like to migrate my offline customers in Excel sheet into Chargebee.

Can I import customers from a CSV?
I want to consolidate my offline customers and Chargebee customers. So, I'd like to migrate my offline customers in Excel sheet into Chargebee.


Summary

You can achieve this by using our bulk operation functionality. Navigate to Settings > Import & Export Data > Bulk operation. Here, select "Customers" under the drop-down and choose to create a customer. Download the sample CSV, fill in all the details and upload them using the bulk operation. 
Click here to find a video on the navigation.
Click here to know more about the bulk operation.


Solution

Step 1: You can perform this action from Settings > Configure Chargebee > Import & Export Data > Choose a Bulk Operation > Customers > Create Customers



Step 2: Download the sample CSV file


  • Upon downloading the CSV ‘create_customers_sample_data.csv’.  You can update the customer records on this file. 

Note: 
Your CSV data file should contain all the columns specific to the operation you are performing. The sample CSV file has most of the columns required for the operation
Do not edit the column labels in the sample file and make sure the file extension is .csv. Click here to read more
You can update this sheet with the data exported from the Customer Index Page

Step 3: 

Drag and drop your data file into the web interface or upload it:



Once you've added all the information and the data file is ready, upload it. 

 

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