Use Customer Group Import Utility

Use Customer Group Import Utility


Import using a CSV with Client Ref, Name and Email



Go to Customer Database > Customer Group Import Utility




Click on the Import Season Ticket Holder tab.




NOTE: The CSV File needs to have 3 columns and in the following order. The Name column can be blank. 


NOTE: The field names need to match against the names of the field headers otherwise the data won't import. E.g. In the CSV file if it was 'FIRST NAME' then instead it would need to be just 'NAME' for the data to import





NOTE: Before importing the CSV file make a note of the number of rows in it so you can then compare to the Total Number of lines in a File shown after the CSV is imported.






  •  Browse for your CSV file
  •  Select the Customer Group
  • Set the CSV Format to Client Ref,Name,Email
  • Click on Import Season Ticket Holder From The File


Expiry Dates against customer records


This is especially useful when combined with a Birthday Discount (see the members discount manual).


Please note the date format MUST BE: dd-mm-yyyy


Select the following option from the drop down:










The website will validate based upon the Start and End Date to establish whether the customer should get the discount so you can include all of your customers for the whole year in one group.


Please note that your system might not have the functionality for Expiry dates on the customer group. If you are unsure please get in contact with us.



Import using a CSV with Order Numbers


NOTE: The CSV File needs to have one column with the Order IDs. The first row of the column is reserved for the column title.




NOTE: Before importing the CSV file make a note of the number of rows in it so you can then compare to the Total Number of lines in a File shown after the CSV is imported.





  • Browse for your CSV file
  • Select the Customer Group
  • Set the CSV Format to Order Number
  • Click on Import Season Ticket Holder From The File

 


How to Extract Customer Emails from a Customer Group


Once the Customer Group has been created you can click on Extract and your browser should ask if you’d like to Open or Save the file with the customer database, name and email.



How to add/amend the Customer Group Selection

The ability to manage these groups sits in Reasons Maintenance 

You can set a Discount % here if you are using the KORE Supporter Role API. If you are not then see below.


Where do I set the discount level for my group?

Regardless of whether it is for members or season ticket discount, you do this within System Configuration > Customer Order. If when importing your customer group on the steps highlighted above, you select the group as 'Eligible for Season Ticket Discount' then you will need to amend the Season Ticket Discount discount level, if not then the Member discount level is to be amended. 
You can also set other parameters around validity of discount against products or promotions and whether the discounted price shows on the Product Display Page.

Please note that these field ONLY apply to online transactions. 

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