Customer Group Object Import/Export

You can use the elements in the customergroup.xsd and considerations when creating values for them.

Granularity: selected customer groups.

Business Manager Import Location

site > Merchant Tools > Customers > Import & Export > Customer Groups

site > Administration > Site Development Customer Groups > Site Import/Export > Export > expand site > Customer Groups

Pipelets

ImportCustomerGroups

ExportCustomerGroups

Granularity: passed customer groups.

System Customer Groups

System customer groups Registered, Unregistered, and Everyone are imported as part of the standalone customer groups import and as part of the site import.

They are also included in site export (to view, select Administration > Site Import & Export). All data on an instance, including the custom attributes of system customer groups, is contained in a site export archive so it can be versioned or used to set up other instances in a realm.

Group Assignments Not Supported

Import & Export doesn't support customer to customer group assignments. Use the customer import & export for that purpose. For this reason, the customer to customer group assignments are preserved when you delete or replace a static customer group using the import.

Dynamic Customer Groups Using Session Custom Attributes

Salesforce B2C Commerce applies a special conversion when importing dynamic customer groups with:

A rule condition that evaluates on a session custom attribute
The operator of the rule condition is is equal
The condition values and the session custom attributes are numeric or Boolean-like data.

For numeric conditions, the following import:


 <condition>
	 <attribute-path>session.custom.myAttribute</attribute-path>
	 <operator>is-equal</operator>
	 <string>1.0</string>
	 <string>2.0</string>
	 <string>3.0</string>
 </condition>

Is converted to the following in an export:


 <condition>
	 <attribute-path>session.custom.myAttribute</attribute-path>
	 <operator>is-equal</operator>
	 <number>1.0</number>
	 <number>2.0</number>
	 <number>3.0</number>
 </condition>

For boolean conditions, the following import:


 <condition>
	 <attribute-path>session.custom.myAttribute</attribute-path>
	 <operator>is-equal</operator>
	 <string>true</string>
 </condition>

Is converted to the following in an export:


 <condition>
	 <attribute-path>session.custom.myAttribute</attribute-path>
	 <operator>is-true</operator>
 </condition>