Import your customers, products and orders

Bring in your existing information with an Excel template, without losing your history.

Don’t start from scratch. Evoflor imports your existing information from an Excel file: customers, products, flowers, recipes and even your order history. That way your statistics and your customer base start with real data from day one.

Settings › Import

Import your data in 3 steps

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How it works

The process is always the same for each type of data:

Download the Excel template from the import page.
Fill it in with your data (or paste what you already have in another sheet).
Upload it. Evoflor shows you a preview: how many are new, how many already exist and whether there are any errors.
Check it and tap Confirm.

Import preview showing new rows, rows that already exist and rows with errors — The preview before confirming: nothing is saved until you confirm.

In what order

Import from the most basic to the most complex, because some things depend on others:

Customers and Products (and Flowers, if you use recipes).
Recipes (they use the flowers).
Historical orders (they use customers and products).

Consejo

Your order history is gold: it switches on sales statistics and customer analysis (who comes back, who hasn’t bought for a while, which occasions are coming up). If you can, import it.

No fear of making mistakes

The import is idempotent: if you upload the same file twice, nothing gets duplicated. Evoflor recognises what already exists by its name (or key) and only adds what’s new. You can fix the Excel file and upload it again as many times as you need.

Importante

If a row has an error (for example, a customer in an order who doesn’t exist), Evoflor flags it in the preview and doesn’t import it. Fix that row in the Excel file and upload it again.