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# How to fill in the Customer Template?

# 1. Overview
The Customer Template is a spreadsheet where you manage all customer information — from contact details to marketing status and addresses — before importing to Shopify via BulkFlow.
# 2. Requirements
Make sure you have:
* Downloaded the correct Customer Template from BulkFlow
* Customer data ready (Excel or CSV)
* Your Shopify store is connected to BulkFlow
# 3. How to Fill in the Customer Template
### Step 1: Download the Customer Template
From the **BulkFlow Dashboard**, click on **Download Template**. A dropdown menu will appear, you can choose the option labeled **Customer Template**.
![](https://storage.crisp.chat/users/helpdesk/website/-/d/7/5/a/d75a04e726ca2800/image_puvg5u.png =1000x357)
### Step 2: Fill in the Required Fields
You must include **at least one** unique identifier among these options:
* ID (if Email and Phone are not provided)
* Email (if ID and Phone are not provided)
* Phone (if ID and Email are not provided)
You must also include:
* First Name
* Last Name
Basic Customer Info (Available Columns)
| **Column** | **Description** | **Accepted Value** | **Example Value** |
| ID | Unique ID to track and manage each customer | Alphanumeric text | 123456789 |
| Email | Customer email. Must be unique. Used as a username and to link orders | Valid email format | john.doe@example.com |
| First Name | Customer's given name. Required | Alphabetic text | John |
| Last Name | Customer's surname. Required. Used for personalization | Alphabetic text | Doe |
| Phone | Must include country code. Required if Email and ID are missing | Numbers with +, (), dashes, spaces | (+84) 1234 567 899 |
| Language | Preferred language | ISO 639-1 code (e.g., en, fr) | en |
| Email Marketing: Status | Email opt-in status | subscribed, unsubscribed, pending, invalid, not\_subscribed | pending |
| Email Marketing: Level | Consent level for email | single\_opt\_in, confirmed\_opt\_in, unknown | single\_opt\_in |
| Email Marketing: Updated At | When email preference last changed | YYYY-MM-DD HH:MM:SS (UTC) | 2024-02-07 15:30:00 |
| SMS Marketing: Status | SMS opt-in status (see restrictions below) | pending, subscribed, unsubscribed, not\_subscribed | pending |
| SMS Marketing: Level | Consent level for SMS | single\_opt\_in, confirmed\_opt\_in, unknown | single\_opt\_in |
| SMS Marketing: Updated At | When SMS preference last changed | YYYY-MM-DD HH:MM:SS (UTC) | 2024-02-07 15:30:00 |
| Note | Internal note, not visible to customer | Alphanumeric text | VIP customer – offer support |
| Verified Email | Whether the email is verified | TRUE / FALSE | TRUE |
| Tax Exempt | Whether the customer is tax exempt | TRUE / FALSE | TRUE |
| Tags | Labels to categorize customers | Comma-separated text | VIP, Repeat Customer, Wholesale |
| Send Account Activation Email | Send activation email after import | TRUE / FALSE | TRUE |
| Multipass Identifier | For SSO login with external website | Alphanumeric text | 123456789abcdef |
NOTE:
###### Required Identifiers
* Include at least one of: **ID**, **Email**, or **Phone**.
* If two are missing, the third is required.
###### Email and Phone
* Email and Phone must be unique.
* If contact info is reused, provide a unique ID.
###### SMS Marketing Restrictions
* You can only set pending status if **SMS Marketing Level = confirmed\_opt\_in**.
* This status is system-generated and cannot be imported or edited.
* If Status = not\_subscribed, the system will **automatically assign Level = single\_opt\_in**, regardless of what you provide.
###### Tags
* Separate multiple tags with commas: VIP, Wholesale.
* Do **not** use commas inside a single tag name.
###### Multipass Identifier
* Only works on **Shopify Plus**. Leave blank if not applicable.
###### Address Information (Optional)
Customers can have multiple shipping addresses. Each address requires a separate row in the file, with customer info (like ID or Email) copied to link the row properly.
| **Column** | **Description** | **Accepted Value** | **Example Value** |
| Address First Name | First name for this address. If blank, uses First Name from row | Alphanumeric text | John |
| Address Last Name | Last name for this address. If blank, uses Last Name from row | Alphanumeric text | Doe |
| Address Phone | Phone number for this address. If blank, uses Phone from row | Numbers with +, -, (), spaces | (+1) 555 123 4567 |
| Address Company | Company name | Alphanumeric text | LitGroup |
| Address Line 1 | Primary street address | Alphanumeric text | 123 Main Street |
| Address Line 2 | Extra address info (e.g., Apartment, Suite) | Alphanumeric text | Apt 5A |
| Address City | City | Alphanumeric text | New York |
| Address Province | State or region | Alphanumeric text | California |
| Address Province Code | 2-letter or standard code (overrides Province field) | Alphanumeric text | CA |
| Address Country | Country (must match Shopify's country list) | Full country name | United States |
| Address Country Code | 2-letter ISO code | Two-letter country code | US |
| Address Zip | Postal code | Alphanumeric text | 10001 |
| Address Is Default | Whether this is the customer's default shipping address | TRUE / FALSE | TRUE |
### Step 3: Save the File in the Correct Format
Depending on how you want to provide your data, save or connect your file using one of the following methods:
* **File Upload**: Save your file as **XLSX** or **CSV (UTF-8)** and upload it manually.
* **Google Sheet**: Use a shared Google Sheet link.
* **File URL**: Use a direct URL to connect your file.
* **Google Drive**: Use a shared Google Drive link.
* **FTP/SFTP**: Download the file directly from your FTP/SFTP server.
* **Dropbox**: Use a shared Dropbox link.
* **One Drive**: Use a shared One Drive link.
### Step 4: Run a Demo, Then Process Your Customer Feed
* Click **Demo Import** to run the feed on a small sample of your data and preview the result before committing to anything.
* Once you're satisfied with the preview, click **Full Import** to process the entire feed.
* You can check the result and download it to see which customers were successfully imported and which were not.
# 4. FAQs
1. *What if I don't include Email, Phone, or ID?*
BulkFlow won't be able to match the customer. You must include at least one of these identifiers.
2. *How do I import customers with multiple addresses?*
Add a new row for each address and repeat the customer ID or Email to link them.
3. *Can I trigger account activation automatically?*
Yes. Set Send Account Activation Email column to TRUE.