Bulk Importer

The Hoxton Mix team can bulk Import or bulk Update your subscriptions by way of a CSV file that you prepare.

Bulk Importing

• Download the CSV template.
• Add a row into the sheet for each one of your customers. Some notes to keep in mind:
  • The external_id field is mandatory and must be supplied, using an internal ID that identifies that specific entity to your organisation. This field is mandatory and must be unique across all your customers.
  • The shipping_address fields are telling us where to send an item of post if a forward is requested. All of these could be the same if you have one specific address for all entities.
  • Please use the ISO 3166 2 digit country code for the shipping_address_country field.
  • The team_member fields are telling us who should receive the scanned items of post. If there is more than one person you can add more as shown in the sheet template.
  • The organisation_type field should be filled out as a single number, as follows:
    • 1 - Limited company (LTD, LP, LLP, LLC, Corp).
    • 3 - Individual / sole trader.
    • 9 - Unincorporated / not yet registered.
    • 10 - Charity / non-profit.
    • 12 - Trust, foundation or fund.
    • 13 - Association, club or society.
  • All fields are mandatory except external_id and additional team_members.
• Send us the CSV file and we will import it into your account.

Bulk Updating

• Download the CSV template.
• We will update all your records provided in the CSV, keying off the external_id
• field to match existing customers in our database.
• The rules defined above in the Bulk Importing section related to shipping_address, team_member and organisation_type will be applied.
• All the customer data in our database will be overwritten by the data provided in the CSV file.
• All existing Team members for the customer will be removed and replaced by the Team Members in the CSV file.
• All existing customer post will remain intact in our system.
• Send us the CSV file and we will update the customers.