Uploading your current merchant list
Mantle’s API is a powerful tool for enriching your data, but it requires some development work to integrate. If you’re not a developer, or you’re looking for a quick way to enrich your data, you can upload a CSV of your current merchant list to Mantle.
Export your current merchants
For each of the apps you have already synced with Mantle, you can export a CSV of your current merchants from the Shopify Partner dashboard. This exported CSV will include additional information about each merchant, including each merchant’s:
- Shopify plan
- Shop country
- Contact email
To export your current merchants, navigate to the Apps tab in the left sidebar of the Shopify Partner dashboard. From the list, select the app for which you would like to export your current merchants. Then, click the Export button in the top right corner of the page, and then Export current merchants. This will send you an email with a CSV containing a merchant list for your app. See the image below for reference.
Upload your CSV to Mantle
Once you receive the exported file in your inbox, you can upload it to Mantle. Navigate to the Customers tab in the left sidebar of the Mantle dashboard. Then, click the Import button in the top right corner of the page.
This will open a modal where you can drag and drop, or select your your CSV file.
Once you’ve upoaded your CSV, click the Import button to begin processing your file - this can take a few minutes, so be patient!
Once the import is complete, your customer list will be enriched with the additional information such as Shopify plan, shop country, and contact email.
When you’re ready, learn about how you can streamline processes like data enrichment and billing processes by integrating with Mantle.
Uploading Salesforce Data
Bring your Salesforce data into Mantle by exporting your Accounts and Contacts as a CSV file and importing it into Mantle. Link your existing Salesforce customers and contacts to your existing customers, or keep track of prospects and leads.
Exporting from Salesforce
Within Salesforce, navigate to Reports and create a new report. From the All category, select Contacts & Accounts as the report type.
Add the following fields to the report:
- Account ID
- Contact ID
Additionally add any field that corresponds to the Shopify’s myshopify.com domain or the Shopify Shop ID. One of these fields are required for Mantle to match the Salesforce data to a customer.
Once you’ve added all the fields, click Run and then in the dropdown beside Edit, select Export to download the CSV.
Select Details Only and CSV as the file format. Then, click Export.
Now edit the CSV file to rename the Shopify myshopify.com domain field to Myshopify Domain, or if you used the Shopify Shop ID field, rename it to Shopify Shop ID. Save the file.
Now from the Customers page in Mantle, click Import and select the CSV file to upload. An email will be sent to you once the import is complete.