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CSV Import Guide

This is a concise version of the CSV Import guide. For the full API documentation version, see API Docs: CSV Import and Products CSV Import.

Overview

There are two CSV importers:

Customers & Pools CSV

Format

Fields

The importer reads two logical groups of columns. You can include either group or both in the same row.

Creation & update rules

Updating tip: If you include customer_id and/or pool_id, those rows will update the matching records directly. If you don’t have IDs, the importer safely matches using these keys in order: (1) email, (2) name+phone, (3) name+address. Pools match by (1) pool_id or (2) matching customer + pool_name. If no match is found, a new record is created.

Enumerations & Defaults

Example (Customers & Pools)

organizationId,customer_id,pool_id,customer_name,first_name,last_name,email,phone,address1,city,state,zip,country,pool_name,gallons,is_indoor,sanitizer,filter,pool_type
abc123,,,,Jane Doe,Jane,Doe,jane@example.com,555-111-2222,123 Main St,Austin,TX,78701,US,Backyard Pool,15000,false,chlorine,cartrige,plaster
abc123,,,,Jane Doe,Jane,Doe,jane@example.com,555-111-2222,123 Main St,Austin,TX,78701,US,Spa,500,true,bromine,cartrige,fiberglass

Updating existing records

To upload: In your organization dashboard or the app’s Customers/Pools screen, use the Import menu. You can also import from your Organization Pools dashboard (look for the "Import CSV" button in the Organization Pools section).


Products CSV

Bulk import your organization’s products (catalog) for use in billing and storefront.

Format

Fields

Common fields:

Creation & update rules

Enumerations & Defaults

Example (Products)

organizationId,product_id,name,category,defaultPrice,isTaxable,type,deliverable,activeInStore,tags
abc123,,Chlorine Tabs,Chemicals,19.99,true,oneTime,true,true,chlorine;tabs
abc123,P123,Monthly Service,Services,120.00,true,subscription,false,false,service;recurring

To upload products: In your organization dashboard’s Products section, use the Import CSV button.