Plan availability: Pro. Customer Import requires Pro. SMS consent import additionally requires SMS access and merchant attestation. The active production feature matrix is authoritative if an administrator changes an entitlement.
Start the import
- Open Customers.
- Open the import panel and upload the CSV.
- Map at least one identity column: email or phone.
- Choose whether to Skip duplicates.
- Preview the rows and start the chunked import.
Handle consent carefully
To import text consent, enable SMS opt-in for imported phone numbers and attest that the numbers already consented to texts from the business. If the CSV has a per-row status, map Row-level SMS status column values to Opted in, Opted out, or Ignore.
What the importer preserves
- Existing unsubscribe state is preserved.
- Fill-only upserts populate missing or placeholder fields without overwriting meaningful data.
- Conflicting email and phone matches are skipped.
- Mapped loyalty points seed only a customer with no existing balance or history.
Common problems
- Importing a phone list without consent attestation must not enable SMS.
- Reimporting the same loyalty points does not add them a second time.
- Large imports are chunked; keep the progress panel open until completion.
Next steps
Keywords
CSV import, customer import, contact import, duplicate customers, SMS opt-in, consent column, loyalty points