If you already run your business from a spreadsheet, getting started with Leaxio does not have to mean typing everything again. With the import wizard you upload your Excel or CSV file, match it to Leaxio's fields and review the result before anything goes in.
What changes
- Before: every product and every customer was entered by hand, one by one.
- Now: you upload the sheet and everything that is correct goes in at once.
- What stays the same: you decide what goes in. Leaxio shows you the result before importing and only imports what has no errors.
What you can import
- Products: your whole catalog, from Products → Import.
- Customers: your contact list, from Customers → Import. Bulk customer import is available from the Business plan.
How it works
The wizard guides you in three steps.
1. Upload your file
It accepts CSV and Excel (.xlsx). If you do not have one ready, download the template (in Excel or CSV) and write one row per product or customer.
2. Match the columns
You match each Leaxio field to the column in your file. Fields marked with an asterisk (\*) are required. If your sheet's headers are named the same as Leaxio's fields, the matching completes itself.
3. Review and import
Leaxio validates the file and tells you how many rows are valid and which have errors, and explains each problem (for example, an invalid rental price). Only rows without errors are imported. If there are errors, you fix the file and upload it again, or adjust the matching.
Details that save work
- New categories. When importing products you can turn on the option to create missing categories automatically; you do not have to create them first.
- Customer duplicates. Turn on Skip duplicate emails so Leaxio does not create a new customer when another one with the same email already exists.
Tips
- Start with the template. It is the quickest way to get the matching to complete itself.
- Try 10 rows first before uploading the whole catalog. If the result is what you expect, upload the rest.
- Clean your sheet first: prices without currency symbols, one email per customer and category names spelled the same way.
- After importing, review your products and complete what the sheet did not have: photos, inventory controls and availability for rent or sale.
Keep reading
- Products and inventory: how to import and what fields a product has.
- Customers: importing and managing your list.
- First steps: set up your business.