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On this page
  • Preparing your data to import
  • Uploading to Mavenseed
  • The Final Step

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  1. Getting Started
  2. Managing your account
  3. Managing Your Sites
  4. Importing Data

Customers with orders

PreviousCustomers with subscriptionsNextCustomers with no orders

Last updated 4 years ago

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Preparing your data to import

Similar to importing customers with no orders, we'll add in the product slugs within the .csv to attach those products, and create order records for the customers being imported.

  1. Download the template above 👆

  2. Fill in your customers first name, last name and their email.

  3. Next you'll want to fill in what product(s) you'd like attached to these customers. To do so you'll need to grab the slug, or the last part of the product URL and paste that into either the course or download column.

Example - I am interested in attaching this course to a customer import.

I would grab the last bit of the URL to paste into my .csv underneath the column courses. In this example, it would be the "how-to-drone-with-a-drone"

You can add multiple courses and or downloads by separating the slugs with a comma. e.g. course-01, course-02

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

Uploading to Mavenseed

  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: Orders,

  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.

⭐️e.g. yourdomain.mavenseed.com/customers/password/new

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

Account menu item
https://ninja.mavenseed.com/courses/
how-to-drone-with-a-drone
57B
mavenseed-import-template.csv
Mavenseed Customer Importing Template .csv
Choose orders as the import type
Data Import Log