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How do I use the CSV Importer Tool
How do I use the CSV Importer Tool
Updated over 3 weeks ago

Applies to: Admins

Endear allows you to make mass imports of data using our CSV tool. This will allow you submit information from another platform as long as they can provide the data in a Spreadsheet. We currently allow Admins to import Customers, Locations, Products, Product Variants, Locations, Staff Members, Purchase Line Items, and Refunds.

This is a three step process.

  1. Formatting your Spreadsheets (This is technically optional, but we highly recommend reviewing the columns and using our templates)


Adding the CSV Importer

Overview:

  1. Click on Settings

  2. Click on Integrations

  3. Click on Add Integration

  4. Search for and click on CSV Import

  5. Name the integration

  6. Click on Create

1. Click on Settings

Step 1 screenshot

2. Click on Integrations

Step 2 screenshot

3. Click on Add Integration

Step 3 screenshot

4. Search for and click on CSV Import

Step 4 screenshot

5. Name the integration

Step 5 screenshot

6. Click on Create

Step 6 screenshot

Formatting your CSV files

You can find the latest reference for all of our CSV importer files in our product documentation.


Submitting your Data with the importer

1. Click on Settings

2. Click on Integrations

3. Click on the Importer Integration
4. Click on Import

5. Click on + Create job

6. Click on Continue

7. Click on Import Data
8. Click on the information you want to upload

9. Click on Upload file and choose your spreadsheet

10. (Optional) Map your incoming fields to the destination field. We will do our best to match it automatically, if you've used our templates you should have no issues.

11. Click on Continue

12. Review and fix any errors

13. Add any additional imports and Click on Confirm & submit once done


1. Click on Settings

2. Click on Integrations


3. Click on the Importer Integration



4. Click on Import


5. Click on + Create job

6. Click on Continue

7. Click on Import Data


8. Click on the information you want to upload

9. Click on Upload file and choose your spreadsheet

10. (Optional) Map your incoming fields to the destination field. We will do our best to match it automatically, if you've used our templates you should have no issues.

11. Click on Continue

12. Review and fix any errors

13. Add any additional imports and Click on Confirm & submit once done

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