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Add users with an import template

Describes how to add users with an import template in Optimizely Configured Commerce.

Using the import template provided within the Admin Console is a quick way to take existing user data and bring it into Optimizely Configured Commerce. The template is pre-populated with data columns which represent the many user fields in Configured Commerce. This article provides an overview of how to effectively use the import template.

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Note

To successfully upload the data into Configured Commerce, the cells in the template spreadsheet must be formatted as text.

The template columns are in the following groups:

  • Required – These fields are customer data point that are necessary within Configured Commerce
  • Recommended – These fields are recommended but not necessary to create a viable customer in Configured Commerce
  • Optional – These fields are optional based on the configuration of Configured Commerce features