Place customer in customer group

Key features

• Place a customer in a group one at a time from the customer view
• Add many customers to a group at once using the import tool
• Match customers to a group by customer Id and customer group Id

Quick guide

1. Open the customer view for the customer.
2. In the Customer group field, choose the group.
3. Click Save.

On the customer view

1. Go to the customer view for the customer you want to place in a group.
2. In the Customer group field, choose the group you want the customer to be in. The field lists all created customer groups.
3. Click Save.

Via the import tool

To add several customers to a group at once, use the import tool. Merchant Center provides an import template we recommend you use.

To download the template:

1. In Merchant Center, go to Import tool in the left menu and click New.
2. Choose template type: Customer/Member (Beta).
3. Click Download file template.

Fill in at least the Id column to match a customer, and the Customer Group column with the Id of the customer group. The group Id is shown in the Member ID column in the groups list.

To run the import:

1. In Merchant Center, go to Import Tool in the left menu and click New.
2. Choose the file you want to import.
3. Choose template type: Customer/Member (Beta).
4. Make sure the Id field and Customer group field have matches.
5. Click Start import.

When the import is done, the result is shown on the right so you can confirm the rows were imported correctly.