Import and Export Customers

Jul 08, 2026

🙋 The Customers area of the eTailPet system allows you to view, search, and manage every customer record on file for your store. From this page, you can also bulk-import new or updated customer records and export the existing customer list. Read on to learn how to use the Import Customers and Export functions on this page.

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Accessing the Customer List

You can reach the Customer List page by selecting Customers from the left-hand main menu.
Image highlighting the Customers selection in the eTailPet main menu.

Import Customers

The Import Customers feature lets you add or update multiple customer records at once by uploading a spreadsheet instead of managing each individual customer record. You can import a maximum of 500 spreadsheet lines.

Here is how to use Import Customers:

Image highlighting the Import Customers function and its options.

Import Customers — Click the Import Customers button to open a menu with the options for uploading a spreadsheet or downloading a blank template.
Upload Excel File — After clicking on Import Customers, you can click on this to upload an Excel spreadsheet. The eTailPet system will automatically create or update customer records using the file's data.
Get Sample Excel — Click this button to download a blank Excel template file that is pre-formatted with column headings, so you can enter customer data in the layout the eTailPet system accepts.

🐱 Please Note: When you download a sample Excel file, you will find an Instructions tab describing each column and information to keep in mind. Remember to delete the Instructions tab before you import your file.

Export Customers

The Export tool lets you download the customer list shown on the page as a file.

🐱 Please Note: If you filter your customer list, then click on Export, you will get a file containing only the filtered customer list. To learn more about filters in this area, click here for the Customers Overview.

Here is how to export customers using the Export button:

Image highlighting the Export button, the CSV file selection, and the XLSX file selection.

Export — Click on Export to open a menu of file formats you can download for your customer list.
CSV — Click on CSV to download the customer list as a comma-separated values (.csv) file.
XLSX — Click on XLSX to download the customer list as a Microsoft Excel (.xlsx) file.

Filling Out Your Spreadsheet

When you download a sample file or export your customer list, the spreadsheet will already have columns set up to correspond with the Customer List. Do not alter any of the column names if you want to import the file. Below, you can read a description of how to fill out each column:

id	Enter the internal Customer ID. Leave this blank if this is a new customer; you can update this later once the customer's ID is generated by the eTailPet system.
first_name	Enter the customer's first name. This is required.
last_name	Enter the customer's last name. This is required.
email	Enter the customer's email address. Any duplicated email addresses will be skipped.
phone	Enter the customer's phone number.
notes	Enter any notes about the customer.
customer_types	Enter the Customer Type (maximum 80 characters) under this column. For imports, you can only assign one customer type per customer. You can use customer types to group customers together for promotional discounts or price slashes. For example, you can make a New Adopter customer type to provide new pet parents with discounts.
tags	Enter customer tags for the customer under this column. If you want to add multiple tags, use brackets. Surround the tag names with quotes and separate them by comma. For example: ['Dog Trainer', 'Dogsitter', 'Cat Parent'] You can use customer tags to group customers.
in_house_rewards_enabled	Enter Yes or No to indicate whether or not the customer will be enrolled in your in-house rewards program.
reward_credit	Enter the customer's number of available credits issued by the in-house rewards program that they can use for purchases.
reward_money	Enter the number of points the customer earned from the in-house rewards program. This will not be updated if the customer is marked as No in the in_house_rewards_enabled column.
store_credit	Enter the customer's number of credits issued by the store that they can use towards purchases.
is_tax_exempt	Enter Yes or No to indicate whether or not the customer is exempt from taxes for in-store purchases.
external_rewards_id	If you use a third-party rewards program, enter the customer's ID from that program here. Otherwise, leave this blank.
external_rewards_id_2	If you use another third-party rewards program, enter the customer's ID from that program here. Otherwise, leave this blank.
address1	Enter the customer's street address. Do not abbreviate. This can only be imported if it is for a new customer.
address2	Enter the second line of the customer's street address, such as their apartment number. This can only be imported if it is for a new customer.
city	Enter the city of the customer's residence. Do not abbreviate. This can only be imported if it is for a new customer.
state	Enter the state the customer lives in using the 2-digit state code (i.e CA, UT, NY, etc.). This can only be imported if it is for a new customer.
zipcode	Enter the customer's ZIP code. This can only be imported if it is for a new customer.

Frequently Asked Questions

Q: What file format does the Import Customers tool accept?

A: The Upload Excel File option only accepts Excel files with the .xlsx extension. Files in other formats, such as .csv or .xls, will not be accepted.

Q: What is the difference between the CSV and XLSX export options?

A: CSV produces a plain comma-separated values file that can be opened in most spreadsheet or database programs, while XLSX produces a native Microsoft Excel file with Excel-specific formatting.

Q: Will importing a spreadsheet overwrite my existing customer records?

A: The import is designed to add new customers and update matching existing records from your spreadsheet. Make sure to review your file carefully before uploading.

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: You can ask any question at the number listed here. Contact our support team at (323) 370-0738 for the U.S. and (888) 370-2363 for Canada.

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Import and Export Customers