Import tool

The Import Tool allows publishers to bulk import customer and subscription data via CSV files.

Where to Find It

Log in to your dashboard, open the left side menu, and locate the Import Tool icon towards the bottom of the menu.

Use Cases

• Importing agency customers and subscriptions
• Importing regular bulk customers and free subscriptions

Import File Format

All data imported into the Import Tool must be in CSV format. Learn more about CSV file format.

File Structure

Below are all the required headers. Copy and paste these columns, using comma as the separator:

first_name,last_name,email,phone,language,address_billing_line1,address_billing_line2,address_billing_city,address_billing_state,address_billing_country,address_billing_zip,address_billing_phone,address_shipping_first_name,address_shipping_last_name,address_shipping_line1,address_shipping_line2,address_shipping_city,address_shipping_state,address_shipping_country,address_shipping_zip,address_shipping_phone,quantity,plan_id,site_id,agency_id,action,agency_customer_id

File Naming Convention

Once you upload a file, it is automatically renamed using these conventions:

• Agency_12345678 - for agency subscription files
• File_12345678 - for free subscription files

File Limits

• Maximum rows per file: 150 rows
• File format: CSV (comma-separated values)
• Encoding: UTF-8

Column Validations

Customer Information

Billing Address

All billing address fields are optional. However, if you provide any billing field, then address_billing_line1, address_billing_state, and address_billing_country become required.

Shipping Address

Subscription Details

Actions

Sample CSV Files

Agency Subscriptions

first_name,last_name,email,phone,language,address_billing_line1,address_billing_line2,address_billing_city,address_billing_state,address_billing_country,address_billing_zip,address_billing_phone,address_shipping_first_name,address_shipping_last_name,address_shipping_line1,address_shipping_line2,address_shipping_city,address_shipping_state,address_shipping_country,address_shipping_zip,address_shipping_phone,quantity,plan_id,site_id,agency_id,action,agency_customer_id
Doy,Gepson,[email protected],7043544773,En,01010 Killdeer Pass,Wayridge,Saint-Lambert-de-Lauzon,QC,CA,V6L,3963367817,Herta,Bowler,8081 Sommers Terrace,79538 Hintze Center,Saint-Augustin-de-Desmaures,QC,CA,G3A,7589175595,1,45163,160,1,new,ccDQ8

Free Subscriptions

first_name,last_name,email,phone,language,address_billing_line1,address_billing_line2,address_billing_city,address_billing_state,address_billing_country,address_billing_zip,address_billing_phone,address_shipping_first_name,address_shipping_last_name,address_shipping_line1,address_shipping_line2,address_shipping_city,address_shipping_state,address_shipping_country,address_shipping_zip,address_shipping_phone,quantity,plan_id,site_id,agency_id,action,agency_customer_id
Darn,Camosso,[email protected],5523465143,En,216 Oriole Court,Dennis,Repentigny,QC,CA,J6V,5726309881,Georas,Akram,3137 Fuller Plaza,25513 Michigan Point,Trois-Rivières,QC,CA,L8J,9853764370,3,23,1,,free_subscription,

Step-by-Step Guide

1. Upload File

1. Open the Import Tool from the dashboard menu
2. Click the Upload file button
3. Select your CSV file

The file uploads automatically. Reload the page to see your imported file ready for processing.

2. View Import Summary

The summary page displays all imported files with these columns:

Each row has a menu with options:

• View details - View the file data
• Delete - Delete the file (only available if no rows have been processed)

3. Review Rows

When viewing file details:

• White rows - Passed validation, ready to process
• Red rows - Failed validation, check error message
• Blue rows - Validated and ready for processing
• Green rows - Successfully processed

4. Process Rows

Manual Processing (Row by Row)

1. Click the options menu on a white row
2. Select Validate
3. The row turns blue
4. Click the options menu again
5. Select Process
6. The row turns green when complete

Bulk Processing

1. Validate all rows you want to process
2. Click PROCESS ALL VALIDATED at the top
3. All validated rows are processed automatically

5. Verify Results

Navigate to the Customers section in the dashboard to find all customers and subscriptions created via the Import Tool.

Searching Imported Files

Search imported files by name:

• Search "file" to list all free subscription files
• Search "agency" to list all agency subscription files

Handling Validation Errors

When validation fails, the row is highlighted in red with an error message.

To Fix Errors

1. Note the row ID and error message
2. Open your CSV file in a text editor
3. Find and fix the row causing the error
4. Save the file
5. Delete the failed import from the tool
6. Re-upload the corrected file

Accounting

For agency subscriptions, an invoice is automatically created and marked as paid via an offline payment. All offline payments from the Import Tool are marked as agency payments.