User Guide of Magento 2 Convert Guest to Customer Extension

General Configurations

At the backend, go to FME EXTENSIONS > Configurations. Here you can find the extension configurations.

Expand the General Configurations Tab & set the following configurations:

  • Enable Guest To Customer Conversion: Enable or disable the extension
  • Auto convert guest to customer: Select Yes to automatically convert guest to customers else select No to manually convert guests to customers.
  • Customer Group: Select a customer group to assign new customers
  • Import Guests: Enable/Disable to import guests via CSV file

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  • Send Mail: Choose any of the following options according to your requirements:
    • Email with Set Password Link: When this option is enabled, an email is sent with a link allowing customers to set their desired password.
    • Email with Username & Password: When this option is enabled, an email is sent to customers containing their username and an auto-generated password. Customers can use these credentials on the login page to access their account.

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Guest Management

At the backend, go to FME EXTENSIONS > Guest Management. Here you can find all the guests. Store owners can convert guests to customers in bulk or individually convert guests to customers.

  • From the grid, you can convert the guest to customer just by clicking the Convert button
  • Store owners can convert all the guests to customers in bulk just by clicking the Convert option in the Mass actions

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Clicking the ‘Convert’ button converts the select guest buyers into customers and the following success message appears.

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Import Guests Via CSV File & Convert to Customers

At the backend, go to FME EXTENSIONS > Import Guests.

Before importing guests, review the downloadable sample CSV file. Upon importing the CSV, a success message will display the number of guests successfully converted to customers. Ensure that the guest emails in the CSV match the emails in the Guest Management Grid, as only matching guests will be converted to customers.

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