[intro]In this Guide, you’ll learn how to use the Mapping functionality to translate a spreadsheet into the format accepted by your EKM online shop. Before you begin, you need to ensure that you have installed the Import/Export System feature.

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If you are transferring your customer details onto your new EKM online shop, you can use the Mapping function within the Import/Export system. Using the Mapping function within the Import/Export System allows you to translate some or all of the information from your current spreadsheet into a version which will be accepted by your EKM online shop. 

1. Within the Import/Export System, click Import Data:

2. Before you upload anything, there’s some essential information that you need to add to your existing spreadsheet containing all of your customer details. Create a new column on the far left-hand side, and name this column Action:

3. For every cell within this new column, you need to add ‘AddCustomer’, like this:

[remember] Depending on the content of your spreadsheet, you may want to amend some of your other data so it can be uploaded correctly at the same time. This is a list of the headers that the EKM online shop platform recognises with an example of the data that should be listed under them and the format it needs to be in:

Required

  • Action - This needs to be AddCustomer;

Optional

  • Address 1 - Customer’s address;
  • Address 2 - Customer’s address;
  • Company Name - Customer’s company name;
  • Country - Customer’s country
  • County - Customer’s county
  • Email Address - Customer’s email address
  • Fax Number - Customer’s fax number
  • First Name - Customer’s first name;
  • Last Name - Customer’s surname;
  • Loyalty Points - Customer’s Loyalty Points balance;
  • Postcode - Customer’s Postcode;
  • Telephone - Customer’s phone number;
  • Town - Customer’s address.

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4. Save the changes you’ve just made to your spreadsheet. Returning to your EKM online shop, click the Choose File button:

5. When you have selected the spreadsheet that you want to import, click the green Upload button:

6. Click the name of the file:

7. If applicable, click to confirm which sheet of your spreadsheet you would like to import:

8. Depending on the content of your spreadsheet, some columns may have been automatically mapped already. Click the header to check how your headers have been mapped:

[remember] If you have previously uploaded a similar spreadsheet, or all columns have been automatically mapped, you will be redirected to the page where you can run a test on your data, which is Step 17. of this Guide. [/remember]

9. Here’s what the automatically mapped headers look like:

10. You need to go down the page and check each header has been set correctly for both Automatically Mapped and any columns listed under Requiring Action. If you need to make changes, use the drop-down menu on the right-hand side to select the most applicable header. Remember that each header must be individual. If there’s a header that you want to omit from the spreadsheet, simply amend the drop-down and select ‘Ignore’, which is right at the bottom of the list:

11. When you have finished mapping, click the green Save Mappings button on the bottom right-hand side:

12. Now you need to click Test For Errors:

[warning]ALWAYS test a spreadsheet for errors before importing it to the site. This ensures that the spreadsheet is checked and will not potentially cause any serious issues on your website when it has been imported.[/warning]

13. When you have tested for errors, your data should be displayed like this:

[caution] When the spreadsheet has been tested  - which can sometimes take a few moments depending amount of information on it - if the data window is highlighted pink and red, click the Warnings and Errors bar below the large window to see the details of any problems the spreadsheet has. If there are any errors, these need to be rectified on your spreadsheet before uploading it to the site again and re-testing.[/caution]

14. Click Start Import Process:

15. When the data has been imported, it will look like this. Click the green Done button on the bottom right-hand side:

16. You’ll then be able to view the customer’s information on the Orders tab, by clicking View Customers on the top right-hand side:

[more]

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[contact] If you need our help with your EKM online shop, contact your Ecommerce Expert or the Customer Support Team, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions Board. If you have a non-account-specific question to ask the EKM Team, join us in the EKM Community. [/contact]