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.
How to Import Business Accounts into CleanCloud
⚠️ Before importing your business accounts, you'll need to export your customer database to find the applicable customer IDs. Do this by navigating to Settings → Metrics → Data Export → Customers.
Getting Started
1. Log into your CleanCloud account and replace the URL with https://cleancloudapp.com/import.
2. Scroll down to the Business Accounts 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 Business Account information.
All details entered will appear on the invoice if you plan on invoicing the business.
Use the Customer IDs field to tie customers to the business. You can find customer IDs by downloading the customer database export mentioned earlier.
If you're linking multiple customers, separate the customer IDs with commas and ensure no spaces between them (e.g., 301,354,398).
6. Once the data is filled in, 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.
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Explore our Help Center articles for answers. Contact us for further assistance.