Recommended: let our team import it for you
Data imports follow a lot of rules, like exact column headers, one contact per row, phone and email formats, payment terms that match ShopView's options, and the order files are imported in. If any of these are off, the upload can fail or the data can be added incorrectly.
That's why we always recommend having your data imported by our internal setup team. Just send us your export files through any channel you prefer (through CSM, or Support, or anyone you're talking to at Shopview), and the team will review, format and clean the data, then import it into ShopView for you.
ShopView supports importing your existing data, so you don't have to re-enter everything by hand. You can import your customers and contacts, assets (vehicles and equipment), vendors, inventory, and historical invoices.
For example, if your customers are already in QuickBooks, you can export them from QuickBooks and import them into ShopView. The same works for data from another shop management system or a spreadsheet. (The QuickBooks integration only sends data from ShopView to QuickBooks, so it won't bring your existing QuickBooks customers over on its own. A data import is how you do that.)
How to import your data
Go to Settings > Imports.
Pick the type of data you want to import (Contacts, Assets, Vendors, Inventory or Invoices) and download the template.
Copy your data into the template, keeping the column headers exactly as they are.
Save the file as a CSV and upload it.
Review the preview and click Import.
Import customers first, then assets, vendors and inventory, since each one relies on the one before it. You'll need the Data Import permission on your role to see the Imports section.