Importing CSV

Existing data can be imported into the system in bulk using CSV files.

Imports are performed on a per table basis, allowing you to add different types of data separately.

Preparing a CSV Import

Before importing, you must provide a CSV file in the correct format.

The CSV file must:

• Contain all required columns for the table
• Contain valid data in each column
• Match the expected format for the selected table

The system will validate the CSV before importing and will report any issues it finds.

You can also run a validation without importing the data, allowing you to check your CSV file before making any changes.

DANGER

Imports cannot be automatically undone.

Before importing, carefully review your data to ensure it is correct.

While the system prevents invalid data from being imported, it cannot determine whether valid data is incorrect. For example, it cannot know if a customer name, price, or quantity has been entered incorrectly.

Table Hierarchy

Some tables depend on other records existing before they can be created.

For example, a Line Item cannot be imported unless the related Order already exists.

Tables should be imported in the following order:

Group 1

• Users
• Items
• Tags

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Group 2

• Customers

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Group 3

• Locations
• Contacts
• Portal Users
• Customer Prices
• Default Prices
• Item Tag Assignments

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Group 4

• Contact Locations
• Orders

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Group 5

• Line Items
• Order User Assignments

The order within each group does not matter. However, each group must be imported after the previous group has been completed.