How to Export, Edit, and Import Customers

To export, edit, and then re-import the customer list, follow these steps:

1. Log in to the ikas Dashboard:
   Log in to your ikas dashboard.

2. Access Customers:
   Click on the left menu on Customers > Customers.

3. Export Customers:

   Click on Export in the top right corner. A window will appear.
   Select the format .csv, then choose Customers, and finally All Customers.
   Click on Export to download the file.
   Click on Export at the top right. A window will open.

    

   
   
4. Upload the File to Google Sheets:
   Go to Google Sheets and open a blank spreadsheet. 
   Click File > Import at the top left. 
   In the window, go to the Upload tab. 
   Click Browse, select the exported file, and click Open.
   Keep the settings: Replace spreadsheet, Detect automatically, and check Convert text to numbers, dates, and formulas.
   Click Import data.
   

    

   
   
   

5. Export Specific Customers (optional):
   If you only want to export specific customers, you need to create a filter first. You can find out how to do that here. Once filtered, the selected customers can be exported.

6. Edit Data:

   Customer are identified by their Customer ID. Leave the Customer ID blank to add new customers. When editing existing customers, make sure the Customer ID stays the same.

   Columns and Their Meaning:

   Column Name	Required	Description & Notes	Example
   Customer ID	x	Defines the customer. Leave blank for new customers. Must stay unchanged for existing ones.	27a6ffc2-5a17-4e43-9b36-ade23hk
   First Name	x	Enter the customer's first name.	Max
   Last Name	x	Enter the customer's last name.	Mustermann
   E-Mail	x	Enter a valid, unique email address in the format ...@... without special characters.	ikas@support.de
   Total Orders		Total number of orders (integer).	3
   Deleted		Enter TRUE to delete the customer, FALSE to keep them.	FALSE
   Phone Number		Enter unique phone number.	+491234567890
   Note		Add a note as text.	Leave a note
   Account Status		Use ACTIVE_ACCOUNT for registered customers.	ACTIVE_ACCOUNT
   Membership Status		SUBSCRIBED for subscription consent, NOT_SUBSCRIBED for no consent.	SUBSCRIBED
   Tags		Add tags separated by semicolons for grouping customers.	Tag1;Tag2
   Segment		Customer groups created under Customers > Customer Groups; separate multiple by semicolon.	VIP Customers;Gold
   B2B Status		If using B2B: ACTIVE_ACCOUNT for accepted, DISABLED_ACCOUNT for not accepted.	ACTIVE_ACCOUNT
   Created On		Enter creation date as DD/MM/YYYY HH:MM.	28/02/2025 12:48

    

7. Save the CSV file in the correct format:
   Click File > Download > Comma-separated values (CSV) to save the edited file.

8. Import the File into the ikas Dashboard:

   Go back to the ikas dashboard under Customers > Customers.
   Click on Import, select Customer Properties, click Next, and select the updated file to import the customer data.

    

What to do if there are error messages?

If there are issues during the import:

1. You will receive an import file with errors – either via email or it will be downloaded directly.
2. The file contains an additional column with error messages.
3. Check the notes, adjust the file accordingly, and try the import again.