Import customers and opening inventory from CSV
Start with a small, reviewed file and reconcile the result.
RepairHQ team2 min read
Prepare a first batch
- Open Shop settings → Data & imports and choose the supported source and record type.
- Use a representative CSV batch within the displayed limit. The guided customer/opening-stock flow supports up to 500 rows.
- Review the column mapping, selected store, dollars versus cents and opening quantities.
- Confirm the import and save the result receipt. Compare created, skipped and rejected rows before continuing with more data.
What needs separate review
Customer contacts and opening stock are different from repair history, unpaid invoices, attachments, supplier history and customer permissions. Those require their own reviewed migration or setup.
Do not treat an imported email or phone as consent to send marketing. Missing prices, negative stock or incomplete serialized records should remain in review until the underlying issue is understood.