Overview
Import List of Users to YourOrder:
In some cases Bepoz customers may need to import their existing member accounts from Bepoz to YourOrder to let members still get same benefit as Bepoz. Therefor, by following below steps you can achieve the goal and import list of users by one click into Yourorder
1- Create a new view in Bepoz back office with the following columns
Account ID, Account Number, Card Number, First Name, Last Name, Mobile, Email Primary, Title, groupid, groupname
Note that data in each column must follow the right format.
EX: Mobile number can not be landline number or Email addresses must contain a valid email's format.
2- Once the desired list displays on the ‘Export List’ tile, the operator can select the Comma list item under Export Formats and click the ‘Select Export Format’ tile to save the file.
3- When the window opens to pick a directory for saving the file, the operator can name the file something simple, e.g, MemberList.csv and choose the preferred destination. Somewhere that’s easy to find is suggested, like the Desktop folder. The Save button should be clicked once a destination is decided upon.
4- A window will display asking the operator if they wish to output the Column Names (Column Headers) as well. It is recommended that the operator selects the ‘No’ option as the new column headers will need to be entered in manually.
The operator can click Yes to the last prompt window that displays.
In a preferred spreadsheet tool, e.g, Google Sheets, Microsoft Excel, etc., the user should highlight the first row and add a new line (so an empty row is at the top of the sheet). Once a row is added above the member data, the following column header names should be typed in the same sequence before saving the file:
Note 1 : new column headers should all be lower case, no spaces, and match above identically for the import into YourOrder to work. The ‘title’ column is used as a line break only and its data will not be imported into YourOrder.
Note 2: Review your exported data and make sure all mobile's numbers start with "0".
Note 3: Make sure there is no duplication in your list. Each user must have unique email address and mobile number.
YOUR ORDER Back Panel:
From User's section in YourOrder Admin Back panel, click ‘Import User’ button, followed by the Choose file button, Select the file and click open and lastly click OK to import the list.
Note that progress bar will display while members are being imported. The process may take several minutes. Please DO NOT leave the browser until the popup displays that users were imported
