SettingsCSV Import & Export

CSV Import & Export

Import and export Customers, Products, Inventory, and Orders using CSV files — all processing happens in the browser with no external data transfer.

Caska supports CSV import and export for Customers, Products, Inventory, and Orders. All processing happens in the browser — no data is sent to an external service during import.

Importing data

CSV import is available from the list view of each supported module. Look for the Import button in the top-right controls area.

Download the sample template

Open the Import dialog and download the sample template for the correct column names and format.

Format your data

Match your data to the template columns. Save as a .csv file with UTF-8 encoding.

Upload and review

Upload your file. You'll see a summary showing how many records were imported and which rows were skipped with reasons.

Confirm to complete

Click Confirm to finalize. Skipped rows can be corrected and re-imported in a separate file.

What supports import

ModuleImport
Customers
Products
Inventory
Orders

Exporting data

Click the Export button on any module list to download a CSV of all records, including custom field values. The export reflects your current filter and column settings.

Tips for a clean import

  • Use UTF-8 encoding (the default for most spreadsheet apps when saving as CSV)
  • Format dates as YYYY-MM-DD
  • Extra columns outside the template are ignored
  • For large datasets, consider splitting into batches of 500–1000 rows

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