Customers with subscriptions

Importing customers and assigning them a plan to be a part of.

Preparing your data to import

We'll add in the subscription plan ID within the .csv to attach customers to a subscription plans, and create order records for the customers being imported. You can find the Subscription Plan ID by visiting Subscriptions > Plans in your admin.

  1. Download the template above 👆

  2. Fill in your customers first name, last name, email, plan ID and preferred expiration date. (Currently this is required, email us if this does not fit your needs)

Once your data is ready, be sure to save this as a .csv on your computer.

Uploading to Mavenseed

When you're ready log into your Mavenseed site and click on the Account menu item in your Avatar drop-down menu.

When doing a large import.

It's recommended you do a single customer import first to get used to the importer and how the data will import to your site. Once confirmed, then proceed with the larger import.

  1. Click on the Sites Tab,

  2. On the site you're looking to import data into, click the three dot menu item and choose Data Imports,

  3. Click on the "New Data Import" green button in the top-right corner,

  4. Select your import type: Subscriptions

  5. Click the "Select CSV File" and choose your saved .csv file from above with your customer information.

  6. Click "Begin Import"

This will take you to the Data Import log. The status of your most recent upload will show Pending. To clear this typically you may have to refresh the page to see that your .csv was properly imported.

To confirm, head over to your Customers menu to search review your customer list.

The Final Step

During the import process Mavenseed does not notify your members. Instead we've kept this control in your hands to craft that custom experience.

Usernames are auto-generated during the import based off of their email. If the member would like to adjust this they can do so through their profile.

The one thing your newly imported members will have to do is reset/update their password to claim their account. They may do so by visiting the forgot password link on your Mavenseed site.


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