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Guides

Import & export

Bring existing customers, staff, services, and products into Pitstop, and export data when you need reports or backups.

Importing data

Go to Settings → Import.

Supported entity types

  • Customers: name, phone, email, notes
  • Staff: roster for scheduling and payroll setup
  • Services: catalog with duration and pricing
  • Products: retail SKU, price, stock (retail module)

Import workflow

  1. Choose entity type and download the CSV template
  2. Fill in your data, use consistent phone formats with country code
  3. Upload the file and map columns to Pitstop fields
  4. Preview rows, fix mapping errors before running
  5. Run import and review the results panel (created, updated, skipped, failed)

Duplicates

Phone and email are used to detect duplicates. Choose how to handle matching records during import. Failed rows can be corrected in your spreadsheet and re-imported.

Import history

Previous import jobs are listed on the same page, useful for auditing what was loaded and when.

Exporting data

  • Customers: export from the Customers area (role-dependent)
  • Memberships: export membership list to Excel from Memberships
  • Staff payroll: CSV export from payroll (Scale)
  • Accounting: reports and registers from Accounting