1. Export your customer file by navigating to Admin > Reports > Customer Dump to CSV.
2. If it's a large file, this may take a few minutes. When it's ready, you'll find it in /reports/downloads.
3. Edit the file in Excel. Detailed notes and suggestions are below.
4. Reimport the edited file. Admin > Customers > Customer Import. (more info: http://feedback.repairshopr.com/knowledgebase/articles/258007-how-do-i-import-customers)
Columns in Customer CSV Export:
id: The unique ID that the software has assigned to that customer. It is not recommended you modify this.
firstname: The customers first name
lastname: The customers last name.
email: The customers email address
address: The main address for the customer
address_2: Used for apartment number, etc.
city, state, and zip: The customer's location information
phone: A phone number serves as the unique ID for the customer. It is recommended you include one.
mobile: A mobile phone number is required for SMS
location_id: It is not recommended you modify this.
business_name: If the customer has a business, or if this is a business account, include the business name here
created_at: System driven. It is not recommended that you edit this unless you specifically need to.
updated_at: System driven. It is not recommended that you edit this unless you specifically need to.
referred_by: You can customize referred by sources in Admin > Customer Preferences. You can then add these sources to this field for your reports.
custom_fields: Refer to the customer import document for more information
all_phones: If there are additional phones, they will be included here
no_email: Set to TRUE if customer should not be permitted to receive email or FALSE if customer should be permitted to receive email
opt_out: Set to TRUE if customers want to opt out of marketing emails or FALSE if they want to receive them.
Customers have been set to "no email"It is possible for your customers to be automatically set to no email. This happens if the system detects a bounced email from the customer. Their name will then show in Admin > Reports > Customer Opt Outs. You'll also be notified of this when you try to email them through the system. This is designed to keep your email from getting blacklisted / flagged as spam. If you have a large number of these in the system, you can perform a bulk update to reset these.
To make it so that all your customers are permitted to receive email, set no_email to FALSE. If you do not have a no_email column in your export, go ahead and add it.
You would like to delete all your customers' phone numbers:
Delete the information from the appropriate column(s).