Importing Orders
Import historical order data into Caska via CSV when migrating from a spreadsheet or another system.
You can import historical order data into Caska using a CSV file — useful when migrating from a spreadsheet or another system.
Before you import
Format your CSV with these columns:
- Customer Name (required)
- Order Number
- Due Date
- Status
- Product Name, Quantity, Unit Price (one row per line item — refer to the sample template for the exact format)
- Notes
Download the sample template from the Import dialog before building your CSV — it shows the exact column names and expected format.
How to import
Go to Orders and click Import
Find the Import button in the top-right of the Orders list.
Upload your CSV file
Select and upload your file.
Review the import summary
Check how many records were imported and review any skipped rows.
Confirm to complete
Click Confirm to finalize the import.
After importing
Review the imported orders in your list.
Imported orders match customers by name. If the customer name exactly matches an existing record, they'll be linked. If not, you may need to manually update the customer association on those orders.
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