Data import (CSV)
Bring your customers, inventory and suppliers into MyFixIO from any other software with a CSV file: downloadable template, AI help and a preview before you confirm
If you're coming from another management tool (or a spreadsheet), there's no need to type your data in one by one. Under Settings → Import data you'll find three separate importers — customers, parts and suppliers — that read a CSV file, validate every row, show you a preview of what will be created and only write anything once you confirm. It works the same in every supported country.
Downloadable template
Each importer has its own CSV template with the exact columns and two example rows. Download it and use it as your base: the first line (the header) must stay untouched.
Ready-made AI prompt
One button copies a ready-made prompt: paste it into ChatGPT or Claude together with the file exported from your old software and it will return the CSV already converted to our format.
Safe preview
Before anything is created you'll see how many rows are valid, which are duplicates and which have errors, with the exact reason and line number for each one.
Thousands of rows
Up to 10,000 rows per file. The import runs in batches with a progress bar, and if it gets cut off halfway you can upload the same file again without worry: whatever was already created is skipped.
How to import your data, step by step
Export from your current software
Get your customers, items or suppliers out of your old software in whatever format it offers: Excel, CSV, anything. It doesn't matter what its columns are called.
Download our template
Under Settings → Import data, pick the Customers, Parts or Suppliers tab and click "Download template" to see the exact format we need.
Convert your file (with AI if you like)
Click "Copy AI prompt", paste it into ChatGPT or Claude together with your exported file and it will return the CSV ready to go. If you prefer, fill in the template by hand.
Upload the file and review
Upload the CSV and review the preview: valid, duplicate and error rows, each with its reason. You can fix the file and upload it again as many times as needed.
Confirm and check the result
Click "Import" and follow the progress. When it finishes you'll see how many records were created, how many were skipped as duplicates and whether any row failed, with direct links to your customers, your inventory or your suppliers.
What gets imported for each customer
Required: name, tax ID (in your country's official format: NIF, VAT, CPF/CNPJ…) and phone. Optional: type (individual or company), last name, legal company name, email, second phone, full address and notes. The customer code (CLI-0001, CLI-0002…) is generated automatically. A customer counts as a duplicate when another one already exists with the same tax ID.
What gets imported for each part
Required: name and sale price excluding tax. Optional: internal code (leave it empty and REP-0001, REP-0002… is generated), barcode, description, category, cost price and margin. You can also bring the opening stock: warehouse (by name or code; empty uses the main warehouse), quantity and minimum stock columns. The opening stock is recorded as an inbound movement in the history, just as if you had entered it by hand.
What gets imported for each supplier
Only the name is required. Optional: internal code (empty generates PROV-001, PROV-002…), tax ID, email, phone numbers, website, full address, contact person and their role, usual payment method, payment terms in days, IBAN, your customer account number and notes. A supplier counts as a duplicate if another one already exists with the same code, the same tax ID or exactly the same name.
Duplicates never overwrite your data
The import only CREATES new records: it never modifies or overwrites anything that already exists. If a row matches an existing customer (same tax ID) or an existing part (same code or barcode), it is skipped and shown in the summary. That's why re-uploading the same file is always safe: the second time everything comes out as a duplicate and nothing is created twice.
File format and limits
CSV in UTF-8, up to 10,000 data rows and 5 MB per file (if you have more, split it into several files; the AI prompt already asks for that). The separator can be a semicolon or a comma — it's detected automatically — and decimals can use a comma (89,90) or a dot (89.90). If you save from Excel, use "Save as → CSV UTF-8".
Tip: start with a small test
Before importing thousands of rows, try a file with 5 or 10. Check under Customers or Inventory that everything came out as expected, then run the full file. And remember: only organisation administrators can import data.
What the preview looks like before confirming
customers-shop.csv
118
Valid rows
3
Duplicates
2
With errors