Data import

CSV import and export for customers, inventory and repair prices — with example files for each.

Settings → Data Import brings existing records in from CSV — and sends them back out again. If you can fill in a spreadsheet, you can do the whole thing yourself in a few minutes; there is no wizard to configure and nothing to map by hand. Three kinds of data are supported:

Customers — names, contact details, notes
Inventory — products and their stock counts
Repair prices — your own repair price list

Flow — one import, start to finish

1Download the exampleThe exact columns, so nothing is guesswork.

2Fill it inAny spreadsheet app — Excel, Sheets, Numbers.

3UploadGood rows import even if some rows are wrong.

4Read the resultCreated and updated counts; errors listed by row.

The whole import is one short loop, and it is safe to go around it more than once: rows that match an existing record are updated, not duplicated, so re-uploading a corrected file just fixes what it names.

Start with the example file

Every import card has a Download example button. The file it gives you carries the exact columns the importer expects, so the column names are never guesswork — fill it in with your data (or paste an export from your old system into it), save as CSV, and upload. That mismatch is the most common cause of a failed import anywhere, and the example file removes it.

Settings — Data Import

Customers

Bulk-add customers from a CSV. Use this when bringing a customer list across from another system.

Existing customers matched by email or phone will be updated.

Download exampleExport current data

Choose CSV filecustomers-from-old-pos.csv (48.2 KB)Upload

127 rows imported — 120 created, 7 updated, 2 skipped

The Customers import card. Every card carries its own example file and an export of your current data, and says right on it how existing records are matched. The green panel is a real result line: good rows imported, nothing waited on the two rows that were wrong.

Safe to run twice

Imports do not create duplicates. Each kind of data has a matching rule, shown on its card, and a row that matches an existing record updates it rather than adding a second copy:

Customers match by email or phone.
Products match by SKU. Categories that don't exist yet are created automatically, and stock counts apply to your currently active store.
Repair prices match by brand, model, generation and repair name — re-uploading the same row updates the price.

Rows with an existing id are updated; rows without one are created. So the easy path when something is wrong is simply: fix the spreadsheet, upload it again.

A half-right file still works

An import never fails as a whole because one row is bad. Good rows import immediately; problem rows are skipped and listed by row number with what was wrong ("Row 14 has no name"), and the result line tells you exactly what happened — how many rows were created, updated and skipped. Fix the listed rows and upload again; the matching rules above mean the rows that already made it in are updated, not duplicated.

Repair prices

A new company starts with an empty repair price list on purpose — the bundled catalogue belonged to one specific business. Importing your own is how the list gets built. See Repair pricing.

Exporting — your data is never locked in

The same screen exports each kind of data back out to CSV with the Export current data button. That makes bulk edits a round trip rather than a chore: export, change whatever you like in a spreadsheet, import again — the matching rules apply your edits to the existing records. It is also the plain-English answer to "can I get my data out?": yes, any time, in a format every other system reads.

Rather not do it yourself?

Send us an export from your old system and we do the heavy lifting — see Migrating from other systems.

Still stuck? We answer every message.Contact support