With CleanCloud, you can easily import data from any other POS system into our platform. Please note that only the main admin user has access to the importing page. During the onboarding process, you may want to transfer some of your existing data. Follow this guide to perform the import yourself.
📞👤 For personalized support with database imports, reach out to [email protected] to explore our onboarding session plans. While this is a paid service, it guarantees a proper upload of your data.
⚠️ Warning ⚠️
This guide walks you through how to import customer data into your CleanCloud account. Follow the instructions carefully to avoid any errors.
How to Import Customer Data into CleanCloud
Getting Started
1. Log into your CleanCloud account and replace the URL with https://cleancloudapp.com/import.
2. Once on the import tool, locate the Customer Import section.
3. Click Download Template File.
4. Open a new Google Sheet or Excel spreadsheet, go to File → Import, and select the template file you downloaded.
5. Input your customer information, such as names, contact details, and addresses, into the template.
6. Once the data is entered, download the file as a CSV by going to File → Download → Comma Separated Values (.csv).
7. Return to the import tool, upload the CSV file, and click the green Submit button.
⚠️ Warning ⚠️
Only tick Delete All Existing Customers if you fully understand that this action is irreversible. Do not select this option if you have active orders or customers, as it will disrupt the customer and order lists.
🎥 Import Video Guide
Watch the step-by-step video for visual guidance.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.