There are 2 ways to import your customers' data into Beans. You can either import them with a CSV file or directly from any supported third party application. Note that if you have your Shop (Shopify, WooCommerce, etc.. ) connected we will automatically fetch these customers into your Beans account, so you don't have to take any additional steps to import them.
The following guide is more useful if you want to import your customers' data from mailing applications such as (MailChimp, Klaviyo, ConstantContact, Sendinblue, Omnisend, etc..) or another rewards program application. When importing the customers from these applications you can directly import any other information associated with the customer such as birthday, points balance, custom fields, and so on.
To import your members from a third-party app or with a CSV file, just follow these steps.
From the All members page, click on the Actions button and choose Import members in the dropdown menu.
Select the source you would like to import your members from. Select CSV to import your members from a CSV file or third-party app to import your members form another source.
If you are importing your data from a CSV file you will need to make sure that your data are well-formatted. Beans allow you to import custom data using the custom fields but you will need to make sure you set up your custom fields before starting the import. Also, you need to make sure that your data contains email, first_name, and last_name columns.
To import a date, we recommend that you use the international ISO date format: YYYY-MM-DD.
When importing data from a third-party app Beans will automatically import all the data available, unless you explicitly state otherwise. To import the data, you will first have to set up the integration with that app. Check the integration list to see all the integrations available.
Whether you are importing from a CSV file or a third-party app, Beans lets you choose which data you would like to import. You will then be able to select a destination field for the imported data using the map to field option. If the field you would like to import your data to does not yet exist, you can use Custom fields to add it.
At last, you will be able to specify which list you would like the imported customers to be added to. You will also get the option to automatically enroll the imported customers into your rewards program (Liana), your referral program (Bamboo), or your Newsletter (Foxx).