Import customers from Bake Diary

1. Export your customers from Bake Diary

In Bake Diary:

Go to Customers.
Click Export → CSV.
Save the file somewhere you'll find it again (Downloads, Desktop).

You should end up with a file named something like customers.csv whose first row looks roughly like:

First Name,Last Name,Email Address,Mobile,Category,Notes

You don't need to rename anything. Bakeboost knows about Bake Diary's column names.

2. Open the importer in Bakeboost

Sign in to Bakeboost, go to Customers in the sidebar, and click the Import customers button in the top-right toolbar.

3. Pick the source format and drop your file in

The Import dialog walks you through four steps shown at the top: Choose file → Match columns → Review → Done.

Import customers dialog open at the Choose file step

Under Source file format, pick Bake Diary export. This pre-fills the column mapping so Bakeboost knows which column in your file feeds each field.

Source file format dropdown with the Bake Diary export option selected

Then drop your CSV into the Upload File area, or click the file picker to browse. Bakeboost accepts .csv, .xls, and .xlsx files, up to 10,000 rows per import.

4. (Only if needed) Match your columns

If your file's headers match (or look close to) the standard Bake Diary export, Bakeboost auto-matches every column and jumps straight to the Review step. You won't see the Match columns step at all.

If a column wasn't auto-detected — for example, if your file uses unusual header names — Bakeboost shows the Match columns step. For each Bakeboost field on the left, pick the column from your file on the right. First Name is required; everything else is optional. Leave fields without a match on Don't import.

Click Continue to preview once required fields are mapped.

5. Review what's about to be saved

Bakeboost shows the first 10 rows it's about to import. Sanity-check that:

Names look right.
Email addresses are in the email column (not shifted).
Phone numbers aren't in the wrong column (a common Excel paste bug).

Review step showing the first rows of the imported file

Nothing is written until you press Import. If something's off, click Back to mapping, adjust, and re-preview — the file in memory doesn't need to be re-uploaded.

6. Review the result

After the import runs you'll see a result panel with three counts:

Result panel showing eight customers imported, four skipped as duplicates, and one failed row with its reason

Imported — new customers successfully created.
Skipped (already exists) — a customer with that email is already in your account. Bakeboost left it alone.
Failed — Bakeboost rejected the row. The exact reason is listed per row (most commonly an empty First Name or a malformed email).

If any rows failed, fix them in your CSV and re-run. The successful rows will be skipped as duplicates on the second pass, so you won't get double entries.

Click Done to close the dialog. The customer list refreshes automatically.

What gets created behind the scenes

For each imported customer, Bakeboost:

Creates a customer record with the fields you mapped.
Combines First Name + Last Name into the full name field so search and the list view work correctly.
If the customer has an email, adds them to your default All Customers list — they'll appear in email campaign audiences immediately.

Imports are capped at 10,000 rows per run. Larger files should be split in two.

Troubleshooting

Symptom	Likely cause	Fix
"firstName is required" on every row	The First Name column in your file is empty or wasn't mapped	In the Match columns step, confirm First Name points at the right column from your file
"email is malformed" on one row	A cell contains something that isn't an email (e.g. a phone number pasted into the email column)	Fix in the CSV and re-import. Already-good rows will be skipped as duplicates
"Skipped (already exists)" count is non-zero on a fresh account	You ran the import twice, or your file has the same email more than once	Expected. The skip prevents double entries
Imported customer doesn't appear in the customer list	Refresh the page. The list re-fetches on next navigation	If still missing, contact support and include the customer's email
"Import is capped at 10,000 rows"	Your file is bigger than the per-run cap	Split the CSV in two and import each half

What's not (yet) supported

Order import. Multiple bakers have asked. Tracked separately because orders carry products and payments that need their own handling.
Recipe import.
Ingredient import.
Updating existing customers in bulk. Today the importer only creates; updating by email match is a future enhancement.

Last updated June 1, 2026