Importing your products, customers & sales

You do not have to retype your business. Products, customers, and historical sales can all be imported from a spreadsheet so you start with a full catalogue on day one.

Before you import

Export what you have from your old system as CSV or XLSX. Then tidy three things, because they are what everything else hangs off:

• Names must be unique and spelled consistently — matching is done on name, ignoring case.
• Barcodes should appear once each. Duplicates make the register ambiguous about what was scanned.
• Prices should be plain numbers with no currency symbols or thousand separators.

Import products

Open Catalog → Products and choose Import. Upload your file, map each column to a SalesPoint360 field (name, price, cost, barcode, SKU, category, stock), and review the preview before committing. Categories named in the file are created automatically if they do not exist.

Opening stock imported this way is written as an initial movement in the inventory ledger, so your first count is auditable rather than a bare number.

Coming from another POS or web store

If you are moving from WooCommerce, Shopify, Square, Clover, or Loyverse, use Settings → Data Migration instead of a spreadsheet. Connect the platform with its API credentials and pull products, customers, sales, inventory, suppliers, invoices, and more directly across. Settings → Import History records what each run brought over.

Import customers

The same flow under Customers imports names, emails, phone numbers, and addresses. Existing loyalty balances can be brought over as a points adjustment once the customers are in.

Historical sales

Past sales can be imported so that customer history and year-on-year reports are meaningful from the start. Two things to know: imported sales do not deduct stock (your imported stock figure is already the current one), and they do not fire loyalty earnings.

Avoiding duplicate imports

If an import is run twice, the second pass can duplicate sales. Check the totals for the imported period against your old system before running anything else, and ask support to de-duplicate if the numbers have doubled.

After the import

Spot-check a handful of products on the register — scan the barcode, confirm the price and tax, and ring a test sale in training mode so it stays out of your reports.

Note: your business can rename menu items (Settings → POS Configuration → Menu Labels), so the names in your menu may differ from those shown here.