Importing Clients

Modified on Fri, 21 Feb at 3:33 PM

Importing Clients Admin

Here is an explanation of the steps required to Import Clients into Snoofa. If you want to Import Client Registrations from third party bidding platforms directly into Auctions, you can read more about that here.

How-to Import Clients

1. Hover over the plus icon in the top right corner & click Import

2. Select the Clients Import type, select a CSV file (details below), & click Upload

3. Check that number of rows matches expectations & hit Start import

4. The import can run for many minutes (depending on the number of rows). Once the import status changes from IN PROGRESS to FINISHED (refresh the page to check the status) the import is done.

5. Now you can check the errors log (if there are any) & optionally you can Erase Data created by the import.

CSV Template

The CSV template needed to import clients is attached to the bottom of this page.

Explanation of columns

Column	Example value	Notes
id	`ABC1234`	A unique identifier for the Client. When a duplicate is detected the Import shows an error: `Client with external ID xxx already exists.` `This is not required, but can` be used as a reference when Importing Lots.
email	`[email protected]`	This must be unique for each Client. If a duplicate is detected the import shows the error: If not filled in a unique email for the Client is generated. See the What if a Client doesn't have an email address? article for more details.
title	`Mr`
firstname	`Archie`
lastname	`Harrison`
phone	`+44 7911 123456`	Include the country code.
vat_number	`GB 123 4567 89`
company_name	`Company Limited`
preferred_language	`en`	Supported options: en, de, ja, es, zh, sv, it, fr, ko Default: en
registration_date	`1601023031`	Default: date & time of the import in the form of the UNIX Timestamp
is_vendor	`1`	`1` = client is a vendor, `0` = client not a vendor
is_buyer	`1`	`1` = client is a buyer, `0` = client not a buyer Clients can be a vendor & buyer at the same time, as well as be neither (so called Partial Client).
address_first_line	`123 Elm House`
address_second_line	`Llancayo Court`
address_third_line	`Appartment n. 3`
address_city	`Usk`
address_unit	`Monmouthshire`	Regions (units), when filled in must be one of the available options: see the full list.
address_zip_code	`NP15 1HY`
address_country	`United Kingdom`	When filled in it must be one of available options: see the full list.

Download Below

Attachments (1)

csv

Client Impor....csv
237 Bytes