Purpose

To explain how to create web accounts for customers using the spreadsheet upload tool.

The purpose of this article is to demonstrate how a Merchant who is Logged into the management Interface may create a customer(s) account using a spreadsheet upload tool. 

Introducing terms and concepts used in this article

Term

Definition

Customer

a client of the merchant; a person or set of people who use one or more of Aphix' suite of products, such as WebShop, where they are provided by the merchant.

Enterprise Resource Platform (ERP)

a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform.

Web account

a WebShop account that provides you with WebShop functionality, such as viewing online order history, saving carts for future use or save delivery and billing addresses, which is not synchronized with your ERP.

WebShop Instant Account

a WebShop account that is automatically created if it is possible to validate your customer's email address against their details in your ERP.

More information

Step 1: Log into Aphix Management Interface

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Step 2: Open Web Customers

Open

Click Customers on the left hand menu. This opens Customer Administration, from where you can select one of six options.

  • Select Web Customers. This opens the Customer Administration screen.

Action 1: Import B2B customer details

Import


Extra information

To create B2B customer accounts, you have two options:

  • Click Import. This opens the customer import screen.

  • Click Sample Spreadsheet. This downloads a sample spreadsheet, which has been formatted to illustrate what data you need to include.

 

  • Since B2B customer address information is stored in your ERP, you only need to supply an email address, an account code and a password for each customer.

  • Save the completed spreadsheet, select the file using the Choose File option.

  • Select B2B to indicate you are creating B2B customers.

  • Click Update Catalogue. This processes the chosen file, and creates customer accounts in WebShop.

Action 2: Import B2C customer details

Import


Extra information

To create B2C customer accounts, you have two options:

  • create using spreadsheet upload tool as described in this article

  • allow your B2C customer create their own account when they open your Aphix WebShop following the online registration process.

  • Click Import. This opens the customer import screen.

  • Click Sample Spreadsheet. This downloads a sample spreadsheet, which has been formatted to illustrate what data you need to include.

 

  • For B2C customers, you need to complete each field in the spreadsheet for each customer. 

  • Save the completed spreadsheet, select the file using the Choose File option.

  • Select B2C to indicate you are creating B2C customers.

  • Click Update Catalogue. This processes the chosen file, and creates customer accounts in WebShop.

Key points

  • You can create B2B or B2C customers using the spreadsheet upload tool quickly and efficiently.

  • Remember to specify the customer type correctly before you upload the spreadsheet. Failing to do this means that customer specific pricing may not be honoured correctly.

  • By default, all B2B customers have administrative privileges. This means that your customers can view account limits, order history and so on. 

  • There are other ways of creating B2B customer accounts, which are detailed here.