Import Overview
Use Import to load many rows at once from a spreadsheet: categories, products, services, bookable services, modifiers, taxes, discounts, areas, roles, gift cards, or staff.

What this covers
Where to open it: open the app drawer, go to Configurations, and under Data Management tap Import.
How the wizard works
- Pick a type. Cards are grouped by dependency: foundations, then items, then people. A type locked by your plan or an add-on shows a lock badge. Each card tells you what to import first, such as categories, modifiers, and taxes before products.
- Pick a file. Upload CSV, XLS, or XLSX. Optionally tap Download template: it is your live export of that type, so its columns are the import layout and each row carries its id. A link opens the field reference for the type.
- Review. Confirm the type and file, then tap Import. Rows are not previewed. If any row fails, the problems are listed per row and nothing is imported.

Supported types
| Type | Notes |
|---|---|
| Categories, Products, Services, Modifiers, Taxes, Discounts | Catalog foundations and items. Products and services share one catalog but each kind has its own file. A Services file carries a duration in place of the weight and stock columns. |
| Event services | Bookable services. Needs Events Advanced on your plan. |
| Areas | Needs the Areas plan feature, within your area allowance. |
| Staff | New rows with an email count toward your staff limit; rows without one are POS-only and never count. You can only give roles within your own permissions. Import Roles first if you use custom roles. |
| Roles | Needs the Roles & Permissions add-on (or the free trial grant) and permission to modify roles. The Super Admin role cannot be imported over. |
| Gift cards | Needs the Gift Cards add-on (or the free trial grant). Import taxes first. |
There is no Customers import, and no separate Product Stocks import. Customers, orders, and bookings cannot be imported here. The AI assistant has its own catalog and booking imports. Opening stock rides on product rows. See Importing Product Stocks.
What the file must look like
- The column headers matter, not their order. Extra columns are ignored.
- YES/NO and other fixed values are not case-sensitive.
- Blank cells fall back to the default noted for that column, so a file with only the required columns imports cleanly.
- Export, edit, import is a safe round trip: it updates the rows you changed and never duplicates the rest. Leave id empty to create. Fill id (or the matching code or SKU) to update.
Order of import
- Categories, Modifiers, Taxes, Areas, Roles, as needed.
- Products, Services, Event services, Gift cards.
- Staff, after roles if you use custom roles.
Large files may take a moment. Wait for the success message before leaving the screen.
When a file is refused
- A bad row stops everything. The app lists each problem as Row 2: … and names the column.
- A damaged or unreadable spreadsheet is refused as a bad format.
- A CSV with a single column, such as categories with only a name, has no separators and is refused as not being a spreadsheet. Add a second column or save it as .xlsx.
- A hand-made file run twice makes duplicates, because a row with no id, SKU, or code is always added.
Works with
| Add-on or plan | What changes |
|---|---|
| Basic plan | Import and export are locked. |
| Starter and up | Import and export are available. Each needs its own permission: Store Settings · Import and Store Settings · Export. |
| Roles & Permissions add-on | Unlocks the Roles card. |
| Gift Cards add-on | Unlocks the Gift cards card. |
| Plan with Events Advanced (Lite and up) | Unlocks Event services. |
Guides in this section
- Importing Categories
- Importing Products
- Importing Services
- Importing Event Services
- Importing Modifiers
- Importing Taxes
- Importing Discounts
- Importing Areas
- Importing Roles
- Importing Gift Cards
- Importing Staff