How To Import The Customer

You can bulk-add existing customers into Smind B2B by uploading a CSV file. This is useful when a customer already exists in your Shopify Admin (so they can’t be approved through the normal application flow), or when you simply want to onboard many customers at once. Imported customers appear in your Customer Management dashboard, marked with an Imported label.

Step 1: Download the import template

• Go to Apps > Smind B2B.
• Select Registration > Customer management – All customers
• Click Import.
• Download the example template.
• Open it and review the required format (the columns and their order).

Step 2: Export your customers from Shopify Admin (if needed)

If you want to import customers that already exist in Shopify:

• In your Shopify Admin, go to Customers.
• Click Export.
• Choose Export customers.
• Open the exported file.

Step 3: Fill in the template

1. Copy the customer information from the Shopify export.
2. Paste it into the Smind B2B example template.
3. Make sure every field matches the template format exactly — column names, order, and structure. If you don’t follow the format, the upload will be incorrect.

Step 4: Upload and import

1. Save your completed template file.
2. Back in Customer Management → Import, upload the file.
3. Click Import.
4. All the customers now appear in your dashboard. Each record is tagged Imported, which tells you the data came from a bulk file upload.