Applies to: Admins

Endear allows you to make mass imports of data using our CSV tool. This will allow you submit information from another platform as long as they can provide the data in a Spreadsheet. We currently allow Admins to import Customers, Locations, Products, Product Variants, Locations, Staff Members, Purchase Line Items, and Refunds.

This is a three step process.

Adding the CSV Importer
Formatting your Spreadsheets (This is technically optional, but we highly recommend reviewing the columns and using our templates)
Submitting your Data with the importer

Adding the CSV Importer

Overview:

Click on Settings
Click on Integrations
Click on Add Integration
Search for and click on CSV Import
Name the integration
Click on Create

1. Click on Settings

2. Click on Integrations…

3. Click on Add Integration

4. Search for and click on CSV Import

5. Name the integration

6. Click on Create

Formatting your Spreadsheets

Customers

We use customers to populate the CRM in Endear with rich customer data and link purchases to customers

Field	Type	Required	Description
customer_id	text	yes	The primary key identifier of the customer. This is not the Endear customer ID
first_name	text	no	The first name of the customer
last_name	text	no	The last name of the customer
email_address	text	no	The primary email address of the customer
phone_number	text	no	The primary phone number of the customer
tags	comma-separated text	no	The tags of the customer
default_address_line_1	text	no	The address line 1 of the customer’s default address
default_address_line_2	text	no	The address line 2 of the customer’s default address
default_address_city	text	no	The city of the customer’s default address
default_address_province	text	no	The state/province of the customer’s default address
default_address_postal_code	text	no	The postal code of the customer’s default address
default_address_country_code	text	no	The country code of the customer’s default address
email_marketing_subscription_status	“subscribed”, “unsubscribed”	no	Whether the customer accepts marketing via email
sms_marketing_subscription_status	“subscribed”, “unsubscribed”	no	Whether the customer accepts marketing via sms
custom.[customer_field_key]	any	no	You can setup custom fields in Endear and include them by key as additional columns
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Customers Downloadable Template:

Endear Customers CSV Import Headers Template.csv

Products

We use product & variant information to link products to purchases and create a catalog of your products to search and share with customers

Field	Type	Required	Description
product_id	text	yes	The primary key identifier of the product
title	text	yes	The name of the product
description	text	no	The long description of the product
sku	text	no	The SKU of the product
vendor	text	no	The vendor name of the product
type	comma-separated text	no	The list of categories of the product as defined by you. For example, you may have a shirt that is also menswear. So your type field could be “shirt, menswear”
slug	text	no	The web address path of the product. For example, if your product URL is https://example.com/products/my-product, the slug would be “/products/my-product”
available_for_sale	boolean	no	Whether the product is “sellable”
tags	comma-separated text	no	The tags of the products
images	comma-separated text	no	A list of URLs to images for the product
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Products CSV Import Headers Template.csv

Product Variants

We use product & variant information to link products to purchases and create a catalog of your products to search and share with customers

Field	Type	Required	Description
product_variant_id	text	yes	The primary key identifier of the product variant
product_id	text	yes	The primary key identifier of the product this is a variant for
title	text	no	The name of the product variant (if different for each variant)
description	text	no	The long description of the product variant (if different for each variant)
sku	text	no	The SKU of the product variant
currency_code	text	yes	The currency of the product variant (all variants of a product must have the same currency)
current_price	number	yes	The current price of the product variant with any promotional discounts applied
compare_at_price	number	yes	The “original” price of the product variant (You an pass the same value for current_price and compare_at_price) if you don’t have this distinction
options	comma-separated text	no	The attributes of the variant that distinguish it from other variants (must take the form of “size:xl, color:red”, and fields can be repeated if multiple values)
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Product Variants CSV Import Headers Template.csv

Locations

We use location date to link purchases to specific locations

Field	Type	Required	Description
location_id	text	yes	The primary key identifier of the location
name	text	yes	The name of the location
type	text	yes	The type of the location (must be one of “web”, “pos”, “mobile_app”, or “other”)
address_line_1	text	no	The address line 1 of the locations’ address
address_line_2	text	no	The address line 2 of the locations’ address
address_city	text	no	The city of the locations’ address
address_province	text	no	The state/province of the locations’ address
address_postal_code	text	no	The postal code of the locations’ address
address_country_code	text	no	The country code of the locations’ address
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Locations CSV Import Headers Template.csv

Staff Members

We use staff member data to link purchases to specific staff members and link user accounts in Endear to specific staff members

Field	Type	Required	Description
user_id	text	yes	The primary key identifier of the staff member
first_name	text	yes	The first name of the staff member
last_name	text	yes	The last name of the staff member
email_address	text	no	The email address of the staff member
phone_number	text	no	The phone number of the staff member
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Staff Members CSV Import Headers Template.csv

Purchases

We use purchases to link to customers and enable filtering of customers by their purchases & track attribution of purchases to messaging in Endear

Field	Type	Required	Description
purchase_id	text	yes	The primary key identifier of the purchase
tags	comma-separated text	no	The tags of the purchase
order_number	text	yes	The human-readable order number of the purchase (can be the same as the primary key if there is no distinction and the value does not change)
channel	text	yes	The channel of the purchase (must be one of “web”, “pos”, “mobile_app”, or “custom”)
discount_codes	comma-separated text	no	The list of discount codes applied to the purchase
currency_code	test	yes	The currency of the purchase
subtotal	number	yes	The subtotal amount of the purchase
total_discounts	number	yes	The total discount amount of the purchase (should be a positive number)
total_tax	number	yes	The total tax amount of the purchase
total_shipping	number	yes	The total shipping amount of the purchase
total_price	number	yes	The total amount of the purchase (subtotal - total_discounts + total_tax + total_shipping = total_price)
customer_id	text	no	The customer that made the purchase
user_id	text	no	The staff member that completed the purchase
location_id	text	yes	The location where the purchase occurred
processed_at	date-time	yes	The date when the purchase originally occurred
cancelled_at	date-time	no	The date when the purchase was cancelled
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Purchases CSV Import Headers Template.csv

Purchase Line Items

We use purchases to link to customers and enable filtering of customers by their purchases & track attribution of purchases to messaging in Endear

Field	Type	Required	Description
line_item_id	text	yes	The primary key identifier of the line item (only needs to be unique within a purchase)
purchase_id	text	yes	The purchase that this line item is part of
product_id	text	no	The product that was purchased in the line item
product_variant_id	text	no	The product variant that was purchased in the line itme
vendor	text	no	The vendor of the product associated to the line item
sku	text	no	The sku of the product variant associated to the line item
currency_code	test	yes	The currency of the line item (must match the currency of the purchase)
subtotal	number	yes	The subtotal amount of the line item
total_discounts	number	yes	The total discount amount of the line item (should be a positive number) (can be zero if you do not itemize discounts)
total_tax	number	yes	The total tax amount of the line item (can be zero if you do not itemize tax)
quantity	number	yes	The quantity of the product purchased in the line item
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Purchase Line Items CSV Import Headers Template.csv

Refunds

We use purchases to link to customers and enable filtering of customers by their purchases & track attribution of purchases to messaging in Endear

Field	Type	Required	Description
refund_id	text	yes	The primary key identifier of the refund
original_line_item_id	text	no	The purchase line item that was returned in the refund
original_purchase_id	text	no	The purchase that this return is for
currency_code	test	no	The currency of the refund
subtotal	number	yes	The subtotal amount of the refund
total_tax	number	yes	The total tax amount refunded
quantity	number	yes	The quantity of the product returned
created_at	date-time	yes	The date the record was created
updated_at	date-time	no	The date the record was updated
deleted_at	date-time	no	The date the record was deleted

Downloadable Template:

Endear Refunds CSV Import Headers Template.csv

Submitting your Data with the importer

1. Click on Settings

2. Click on Integrations…

3. Click on the Importer Integration…

4. Click on + Create job

5. Click the + for which information you want to upload

6. Click on Select file and choose your spreadsheet

7. Adjust any header names for your Spreadsheet and Click on Continue

8. (Optional) Add any additional headers to the import

9. (Optional) Map your Columns to the template's fields. We will do our best to match it automatically, if you've used our templates you should have no issues.

10. Click on Continue

11. Review and fix any errors and click on Save and Finalize

1. Click on Settings