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Documentation

The Stripe “Bulk Customer Importer and Uploader” app documentation provides a comprehensive guide on how to efficiently upload and manage large volumes of customer data into your Stripe account. This app is designed to streamline the process, eliminating the need for manual entry, and offering step-by-step instructions for a seamless experience.

In this documentation, you’ll find:

  • Getting Started: Instructions on how to set up the app and integrate it with your Stripe account.
  • CSV Formatting: Guidelines on downloading and preparing your CSV file for importing customer data, including field details and format requirements.
  • Import Process: A detailed walkthrough on how to upload your customer data, handle errors, and monitor progress.
  • Error Handling: Solutions for managing any issues that arise during the import, with steps for downloading and correcting error files.
  • Frequently Asked Questions (FAQ): Answers to common questions to help troubleshoot any challenges you may face.

Whether you’re a new user or an experienced one, this documentation ensures that you can maximize the benefits of the Stripe “Bulk Customer Importer and Uploader” app, enabling fast and error-free data management.

Getting Started

We provide a quick and easy 3-step workflow for bulk importing customer data—effortless and straightforward, with no technical expertise needed!

Install App

Install the Stripe “Bulk Customer Importer and Uploader” app from the Stripe Marketplace or click the “Try It Free” button on our website.

Create Account

Set up your account within the app in just a few steps.

Start Importing Customers

Download our formatted sample CSV from the app dashboard to organize your customer data, upload it, and start importing within seconds.

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CSV Formatting

Here you’ll find Guidelines on downloading and preparing your CSV file for importing customer data, including field details and format requirements.

Customers CSV Format Layout

CSV Fields
Description
Required or Not
Name

The customer’s full name or business name.

Email

Customer’s email address. This may be up to 512 characters.

Phone

The customer’s phone number.

Description

An arbitrary string that you can attach to a customer object. It is displayed alongside the customer in the dashboard.

Address

The customer’s address.

Example Format Must Be Like: 162 Gilbert Street, Adelaide, SA, 5000, AUS (Address, City, State, Postal, Country)

Shipping Address

The customer’s shipping information. Appears on invoices emailed to this customer.

Example Format Must Be Like: 162 Gilbert Street, Adelaide, SA, 5000, AUS (Address, City, State, Postal, Country)

Metadata Parameters

Set of key-value pairs that you can attach to an object. This can be useful for storing additional information about the object in a structured format. Individual keys can be unset by posting an empty value to them. All keys can be unset by posting an empty value to metadata.

Example = Company: John Doe Pty Ltd, Profession: Manager

Customers CSV Format Layout

CSV Fields
Is Required
Name
Email
Phone
Description
Address
Shipping Address
Metadata Parameters
Download Sample CSV

Important Note: To avoid errors and any inconvenience, please ensure that you follow the provided format carefully and only add/edit the relevant fields. If you do not have complete customer data, you may leave the other columns empty; only the email field is mandatory.

  • Address & Shipping_Address format must be like 162 Gilbert Street, Adelaide, SA, 5000, AUS (Address, City, State, Postal, Country)
  • Metadata_Parameters format must be like Company:John Doe Pty Ltd, Profession:Manager

Import Process & Error Handling

Please find a detailed walkthrough on how to upload your customer data, handle errors, and monitor progress.

  • Begin by logging into your Stripe account.
  • If you don’t have the Stripe “Bulk Customer Importer and Uploader” app installed, head to the Stripe Marketplace or click the “Try It Free” button on our website to install it.
  • Create your account and login to the app.
  • Download the sample CSV template provided in the app dashboard. This template includes the required fields for importing customer data.
  • Fill in your customer data (names, emails, addresses, etc.) according to the template structure.
    • Make sure that your data adheres to Stripe’s required formats to avoid import errors.
    • Optional fields can be left blank, but required fields must be filled out.
  • Once your data is set, save the file in CSV format.
  • Click on the Upload Customers CSV button to upload your CSV file.
  • You will be safely redirected to our WebApp to upload your completed CSV file from your device.
  • We will automatically validate the CSV file to ensure that it meets the required formatting and data standards.
  • After uploading, return to the app to start importing the data if no errors occurred.

After uploading, the app will perform a data validation check to identify any formatting or data inconsistencies. If any errors are found:

  • A downloadable Error Report (CSV) will be generated, highlighting the specific rows and issues.
  • Download the error file, correct the highlighted issues, and re-upload the CSV.
  • If no errors are found, the import process will proceed.
  • Once the CSV is validated, click Start Import to begin uploading your customer data.
  • The import process may take a few minutes depending on the volume of data.
  • You can monitor the progress of the import on the dashboard. For large datasets, batch processing may be enabled to improve performance.
  • Once the import process is complete, a confirmation message will appear, indicating a successful data import.
  • Review the imported customer data in your Stripe account and in our WebApp to ensure everything has been uploaded correctly.
  • If any records were skipped or encountered issues, the app will notify you and provide an option to download the affected records for re-import.
  • After a successful import, your customer data will be added to your Stripe account.
  • You can now manage your customer records, update details, and proceed with Stripe-related operations like billing and invoicing.

Troubleshooting and Support

By following these steps, you can easily upload bulk customer data to your Stripe account, saving time and minimizing errors. For more detailed information, refer to the faq, documentation or contact our support for assistance.

  • If you encounter any issues during the import, review the FAQs or reach out to our Support Team for assistance.
  • Common errors include incorrectly formatted CSV fields, missing required data, or network issues during the upload process. The error report generated by the app will guide you in resolving these problems.

Frequently Asked Questions

Find answers to common questions about our services, features, and processes. We’ve compiled helpful information to guide you through every step.

Read FAQ

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