Overview
Luminous allows you to import wholesale (B2B) customers in bulk and assign a Sales Rep to those customers during the import process. This is done using the Clients Import tool and an Excel template.
This article walks through the full process step by step, using the Luminous Import workflow.
Where to Import Wholesale Customers
- Navigate to:
- Tools → Imports → Customers → Clients
- This opens the Clients Import workflow, where you will upload and map your customer data.
Step 1: Download the Clients Import Template
On the Clients import page, click Download Clients Template.
Use this template to ensure your data matches Luminous’s required format.
Step 2: Prepare Your Excel File
Populate the template with your wholesale customer data.
Common fields include:
- Customer Name
- Company Name
- Email Address
- Phone Number
- Customer Type (Wholesale / B2B)
- Sales Rep
Step 3: Select Your File
On the Select a File step, click Choose File and upload your completed Excel file.
Once selected, Luminous will enable the next step.
Step 4: Map Columns
In the Map Columns step:
- Match each column from your file to the corresponding Luminous field
- Map the Sales Rep column to the Sales Rep field
This step ensures each imported customer is assigned to the correct Sales Rep.
Step 5: Preview the Import
Review the Preview screen to confirm:
- Customer data is correct
- Wholesale customer types are applied
- Sales Reps are assigned as expected
Make any corrections before proceeding.
Step 6: Run the Import
Start the import and monitor progress in the Import Progress step.
Once complete, review Import Errors if any records failed to import.
FAQ
Can I Import Wholesale Customers and Assign a Sales Rep?
Yes. You can import a wholesale customer list and assign a Sales Rep to each customer as part of the import.
Sales Rep assignment is handled through column mapping during the import process.