Data Import

Import Ingredients

Upload a CSV file containing ingredients data. The system will automatically calculate cost per unit from pack size and pack cost.

1

Upload

Select a CSV file

2

Map columns

Match fields to data

3

Import

Review and confirm

Import Recipes

Upload a CSV file containing recipe data from Bake Diary. The system will automatically map columns and import your recipes.

1

Upload

Select a CSV file

2

Map columns

Match fields to data

3

Import

Review and confirm

Import Supplies

Upload a CSV file containing supplies data from Bake Diary. The system will automatically map columns and import your supplies.

1

Upload

Select a CSV file

2

Map columns

Match fields to data

3

Import

Review and confirm

Import Products

Upload a CSV file containing products data from Bake Diary. The system will automatically calculate profit margins and apply proper pricing.

1

Upload

Select a CSV file

2

Map columns

Match fields to data

3

Import

Review and confirm

Import Contacts

Upload a CSV file containing contact data from Bake Diary. The system will automatically map columns and import your contacts. Maximum file size: 50MB. Maximum records per import: 5,000 contacts.

1

Upload

Select a CSV file

2

Map columns

Match fields to data

3

Import

Review and confirm

Import Expenses

Upload a CSV file containing expense data. The system will automatically categorize and import your expenses.

1

Upload

Select a CSV file

2

Map columns

Match fields to data

3

Import

Review and confirm

Import Orders

Upload an XLSX file containing your historical orders. These orders are stored as read-only reference data attached to existing contacts (matched by email). They will not appear in your live order list, calendar, dashboard, payment flows, or live-order reports.