Importing Customers via CSV
Migrate your existing customer list into Caska using a CSV file, with guidance on formatting and what to do if rows are skipped.
If you're migrating from a spreadsheet or another system, you can import your customer list into Caska using a CSV file.
Before you import
Make sure your CSV is formatted correctly:
- The first row should be column headers
- Required column: Company Name
- Optional columns: Contact Name, Email, Phone, Billing Address, Shipping Address, Category, Discount, Notes
Download the sample template from the Import dialog to get the exact column names and format before building your CSV.
How to import
Go to Customers and click Import
Find the Import button in the top-right of the Customers list.
Upload your CSV file
Select your file. Caska processes it immediately.
Review the import summary
You'll see how many records were imported and which rows were skipped, with reasons for any errors.
Confirm to complete
Click Confirm to finalize the import.
Caska skips rows with errors rather than failing the whole import. Fix problem rows in a separate CSV and re-import.
After importing
Review your customer list to confirm the data looks correct. If any records were skipped, check the error details, correct those rows in a new CSV, and re-import them.
Exporting customers
To export your customer list, click the Export button on the Customers list. This downloads all current customer records including any custom field values.
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