How do I move my data into Bakeboost?

Bring your customers across

Go to Customers and choose Import:

  • Upload a CSV or Excel file — including a Bake Diary export. Pick the Bake Diary preset and Bakeboost matches the columns for you (name, email, phone, notes and more).
  • Only a first name is required; everything else is optional.
  • Review the preview, then import. It's safe to re-run the same file — customers are de-duplicated on email, so you won't get copies.
  • Imported customers are added to your All Customers list, ready for email campaigns.
The customer import dialog with the Bake Diary preset selected, showing columns mapped automatically.

Step-by-step: Import from Bake Diary.

Bring your products across

Go to Products and choose Import:

  • Upload a CSV or Excel file. Each row needs a product code, a product name and a stock quantity (use 0 if you don't track stock).
  • Put prices in as plain numbers4.50, not $4.50 or 4,50.
  • Import your product list once: unlike customers, products are not de-duplicated, so re-running the same file creates copies.

Step-by-step: Import products from a spreadsheet.

What you can and can't import

Can import todayNot yet
Customers — from Bake Diary or a spreadsheetOrders
Products — from a spreadsheetIngredients, and bulk-updating records that already exist

Import creates new records — it doesn't update existing ones. And each import handles up to 10,000 rows per run, so split a bigger file and upload it in parts.

Tips for a clean import

  • Start from the sample template in the import dialog and line your columns up to it.
  • Prices are numbers. Strip currency symbols and use a dot for decimals.
  • Keep the + on phone numbers — they're imported as text so the country code survives.
  • Re-run customers safely (email de-dupe); import products once to avoid duplicates.
  • Do customers first, then products — then you're ready to start taking orders.

Good to know

  • Two quick imports get you going: customers and products.
  • Bake Diary is first-class. The preset maps its export for you, and its _x000D_ note garble is cleaned automatically.
  • Customers de-dupe, products don't. Re-run a customer file freely; upload products once.
  • 10,000 rows per run. Split larger files.
  • Orders and ingredients can't be imported yet — you'll add those in Bakeboost as you go.
Can I import my data from Bake Diary?
Yes. Import your customers and products from a Bake Diary export (or any CSV/Excel file). The Bake Diary preset maps the columns for you, and its `_x000D_` note garble is cleaned up automatically.
Will importing twice create duplicate customers?
No — customers are de-duplicated on email, so it's safe to re-run a customer file. Products are the exception: they aren't de-duplicated, so import your product list only once.
Can I import my orders into Bakeboost?
Not yet. You can import customers and products today; orders and ingredients aren't importable, and imports create new records rather than updating existing ones.

Last updated August 4, 2026