1. Contents
  2. Reference
  3. Channels and tasks
  4. WooCommerce
  5. Customers Upload

Customers Upload

The task creates your customers as accounts in the WooCommerce shop, with billing and delivery address. The customer finds their details there instead of typing them in again on their first order.

What gets transferred

For each customer in TRADElube a customer account is created in the shop, with email address, name and user name. Along with it go the billing address and, where it differs, the delivery address.

TRADElube does not set a password. The account is created without one, and the customer sets it themselves in the shop through the sign-in. That is the intended order: a password coming from another system would make no sense to the customer.

How the transfer plan is built

One plan with four sections.

Section What sits in it
Selection Which customers get transferred, and whether new accounts may be created
Common Email, First Name, Last Name and User Name as mandatory assignments, plus Role and Is Paying Customer as fixed values
Billing Address Name, company, street, postal code, city, country as an ISO code, plus email and phone number
Shipping Address The same fields without email and phone number

The New Item row in the Selection section decides whether accounts are created. Ticked, the task creates an account in the shop for every customer not yet having one. Unticked, it maintains only those customers who already have one there. So for the first execution against a new shop you tick it and untick the Condition row above it, which sits on Mapping Exists.

User Name is the email address out of the box and is only set on creation. So a later change of the email address does not change the user name in the shop, and the customer goes on signing in with the old one.

Role and Is Paying Customer are fixed values and unticked out of the box. You only need them if you want to create customers in a role other than the ordinary customer role.

The country goes through as an ISO code, and no mapping tab is needed for it: both sides keep the same abbreviation.

Special features and limits

A deleted customer stays in the shop. The channel does not support deletion, and the execution skips the record with a note in the traces rather than silently doing nothing. So you remove an account in the shop.

A customer is recognized through their email address. Where an account with that address already exists in the shop, TRADElube takes it over instead of creating a second one. So two customers with the same address are one account in the shop.

There is no other direction, and none is missing: customers are created in TRADElube together with the order that triggered them, see Orders Download.

Further reading