Import Your Existing Customer Birthday Data in Minutes

Learn how to bulk import customer birthday data from spreadsheets, old platforms, and external sources into your birthday marketing campaigns without manual entry.

happy_birthday

Got customer birthdays scattered across spreadsheets, old systems, or external sources? Here’s how to get them into your birthday campaigns without the manual headache.

Why You Need CSV Import

Most merchants don’t start with birthday marketing from day one. You’ve probably collected customer birthday data along the way and now it’s sitting in:

  • Spreadsheets from customer surveys or sign-up forms
  • Old e-commerce platforms when migrating to Shopify
  • External tools like Mailchimp, Klaviyo, or loyalty programs
  • Event data from trade shows, pop-ups, or in-store collections
  • Contest entries where customers provided birthday info

Entering hundreds or thousands of customers manually? That’s not realistic.

Common Import Scenarios

Migrating from Another Platform

Switching from WooCommerce, Magento, or another platform? Export your customer data with birthdays and import it all at once. No need to rebuild your birthday marketing from scratch.

Adding Survey Data

Sent out a customer survey asking for birthdays? Upload that spreadsheet directly instead of copying each entry by hand.

External Marketing Data

Using Mailchimp or Klaviyo and have birthday data there? Export and import to sync with your Shopify birthday campaigns.

Offline Collections

Collected birthday info at trade shows, events, or in-store? Get that data working for you immediately.

What You Can Import

Required Fields:

  • First name
  • Email address

Optional Fields:

  • Last name
  • Birthday day (1-31)
  • Birthday month (1-12)
  • Birthday year
  • Source (how you collected the data)
  • Subscription status

File Format: Both comma-separated (CSV) and semicolon-separated files work. Just upload your existing spreadsheet.

How It Works

  1. Prepare your file - Make sure your spreadsheet has the right column headers
  2. Upload - Drag and drop your file
  3. Review - Check the preview to make sure everything looks right
  4. Import - Click import and we’ll process everything in the background

The system automatically handles duplicates - if a customer already exists, it updates their information instead of creating duplicates.

File Format Example

first_name,last_name,email,birthday_day,birthday_month,birthday_year
John,Doe,[email protected],15,6,1990
Jane,Smith,[email protected],23,12,1985

Getting Started

The CSV import feature is included with the Happy Birthday app. Upload your existing customer data and start sending birthday campaigns to your full customer base instead of just new sign-ups. Ready to import your data? Install the app and access the import tool from your subscribers page. Happy Birthday App helps Shopify merchants turn customer birthdays into sales with automated email campaigns and easy data management.