Import/Migrate Registrations

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:

Sample registration import CSV

Ensure the CSV file is correctly formatted.

Once the CSV file is properly formatted, follow these steps to import it:

  1. Navigate to App admin > Forms.

  2. Select the desired form.

  3. Go to Form Settings.

  4. Click on Import CSV.

  5. Upload the CSV file and proceed with the import.

CSV Format Specifications

Required Fields

Every CSV import must include these mandatory fields:

Field
Description
Example

productName

Name of the product

"iPhone 15 Pro"

customerEmail or email

Customer email address

Standard Fields

The system supports these standard fields that map directly to database columns:

Product Information

  • productName - Product name (required)

  • productId - Shopify product ID

  • sku - Product SKU

  • variantId - Product variant ID

Customer Information

  • 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

Address Information

  • address1 - Primary address line

  • address2 - Secondary address line

  • city - City

  • state - State/Province

  • country - Country

  • postCode - Postal/ZIP code

Registration Details

  • 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

Custom Fields

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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