Customers | Importing & Exporting Customers

The Customers page has Import and Export at the top right — your list is never trapped and never tedious to load.

Importing

1. Prepare a CSV with one row per customer: name, email, and whatever else you have (phone, address, marketing consent).

2. Select Import and upload the file.

3. Map your columns to Orbit's fields in the mapping editor — you tell it which column is the email; it does not guess.

4. Confirm and let it run. Large imports process in the background with progress shown; any rows that fail come back with the reasons, so you can fix and re-import just those.

Exporting

Filter the list first if you only need a slice (a segment, a date range), then Export. The CSV carries the visible customer data — names, emails, marketing status, order counts and spend.

Tips

• Do a 10-row test import before the 10,000-row one — mapping mistakes are cheap at that size.

• Customer passwords never migrate between platforms (they are hashed one-way) — imported customers set a new password on first login. Tell them in your welcome email.