Bring in your records
Your customers or your menu, from a CSV file: an export from Square, Shopify, Wix, or a spreadsheet.
Go to Import (under All tools).
- Choose Customers or Menu items.
- Pick your CSV file (1 MB at most; split a bigger one).
- whodo matches the columns by their names and shows what it would do: how many rows are new, already here, or skipped, and why (no name, an email or price that doesn't look right, a line twice in the file). Nothing is saved yet. If a column wasn't matched, pick which it is.
- Tap Import to bring them in.
See your customers or See your menu to check.
Customers
Columns: a name (or first and last name), email, phone, notes, allergies and tags. A customer already here with the same email keeps what you have; only empty details and new tags are added. Importing customers doesn't sign them up for your emails: people join your list themselves.
Menu items
Columns: name, description and price. Items already on your menu (same name) are skipped. Add choices, photos and recipes on Menu afterwards.