Importing Your Data
A guide to migrating your existing customer, product, inventory, and order data into Caska using CSV files — with tips on order, format, and what to do when rows are skipped.
If you're coming from a spreadsheet or another system, this guide covers how to get your existing data into Caska cleanly.
Recommended import order
Import in this sequence to avoid reference issues:
- Customers — needed before importing orders
- Inventory — needed before building product recipes
- Products — needed before importing orders
- Orders — import last, after customers and products exist
General import process
The process is the same for each module:
Download the sample template
Go to the relevant module list (e.g. Customers), click Import, and download the sample CSV template. This shows you the exact column names and format Caska expects.
Format your data
Map your existing data to the template columns. Key formatting rules:
- First row must be column headers matching the template
- Dates in
YYYY-MM-DDformat - UTF-8 encoding (the default when saving as CSV from Excel or Google Sheets)
- Extra columns are ignored
Upload and review
Click Import, upload your file, and review the import summary. You'll see how many records were created and which rows were skipped with reasons.
Fix and re-import skipped rows
Correct any problem rows in a new CSV and re-import. Caska skips bad rows rather than failing the whole file, so your clean data always gets through.
Module-specific notes
Customers
- Required field: Company Name
- Categories must already exist in Settings before they'll match on import
Products
- Required field: Product Name
- Recipes and ingredient links cannot be imported via CSV — add these manually after import
Inventory
- Required field: Item Name
- Lot data is not imported via CSV — add lots manually after import
Orders
- Required field: Customer Name
- Customer names must exactly match existing customer records to link correctly
- Line items follow a specific format — refer closely to the template
For large imports (thousands of records), split your CSV into batches of 500–1000 rows. Smaller files are easier to troubleshoot if something goes wrong.
After importing
- Review each module list to spot any obvious issues
- For orders, verify customer associations are linked correctly
- Set up product recipes manually after importing products and inventory
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