Import/Migrate Registrations
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Each import and migration from a previous system is unique, and custom development may be required to facilitate the process.
To assist us, please provide the registrations in a CSV file formatted according to the following sample:
Ensure the CSV file is correctly formatted.
Once the CSV file is properly formatted, follow these steps to import it:
Navigate to App admin > Forms.
Select the desired form.
Go to Form Settings.
Click on Import CSV.
Upload the CSV file and proceed with the import.
Every CSV import must include these mandatory fields:
productName
Name of the product
"iPhone 15 Pro"
The system supports these standard fields that map directly to database columns:
productName - Product name (required)
productId - Shopify product ID
sku - Product SKU
variantId - Product variant ID
customerEmail or email - Email address (required)
customerName or name - Full customer name
firstName - Customer first name
lastName or surname - Customer last name
phone - Phone number
address1 - Primary address line
address2 - Secondary address line
city - City
state - State/Province
country - Country
postCode - Postal/ZIP code
serialNumber or serialNumbers - Product serial numbers
purchaseDate - Date of purchase
warrantyStartDate - Warranty start date
warrantyEndDate - Warranty end date
lastServiceDate - Last service date
status - Registration status
orderId - Shopify order ID
orderNumber - Order number
Any column not in the standard field list is automatically treated as a custom field.
⚠️ Important Field Matching Behavior:
Matching Existing Fields: If a custom field name matches an existing field name in the form's field configuration, the imported value will populate that existing field
New Fields: If the field name doesn't match any existing form field, a completely new custom field will be created
Field Name Matching: Uses exact name matching (case-sensitive) to determine if it's updating an existing field or creating a new one
Custom Field Format:
Column names can be arbitrary (e.g., warrantyPeriod, storeLocation)
Values are stored as strings
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