Import customers from an old POS (CSV / Excel)

Before you start: export from the old system

1. In your old POS, export the customer list (look for Export / Download / Report → Customers).
2. In Excel use File → Save As → CSV UTF-8. In Google Sheets use File → Download → Comma-separated values (.csv). XLSX files can also be uploaded.
3. Keep one row per customer with a header row (name, phone, email, birthday, balances …). Templates are available on the import screen.

Import step by step

1. Open Customers & members → Customers and press Import.
2. Upload the CSV/XLSX file, or paste a table copied from a spreadsheet.
3. Map the columns. The system suggests a mapping automatically; you can also press "AI suggest" (needs an AI key, see "AI assistant") and correct any column.
4. Choose options: match existing customers by phone or email, and the merge strategy — skip, fill empty fields only, or overwrite the fields you choose.
5. Run the dry run and read the report (new, matched, errors). Nothing is saved yet.
6. Start the import. It runs in the background with a progress bar; you can keep working.

After the import

1. Download the error rows as a CSV, fix them in your spreadsheet and import that file again.
2. Opening balances for store credit, points and packages are recorded as "opening balance" entries — they are not counted as revenue.
3. Marketing consent stays off unless your file says the customer opted in.
4. Made a mistake? Roll back the whole batch, as long as nothing has touched those customers since the import.