Quilt Logger

Importing Data

The Import feature lets you bulk-upload customer and quilt data from CSV files. Whether migrating from another system or bulk-adding records, the import wizard guides you through mapping, previewing, and importing your data.

Import Types#

Import TypeDescription
CustomersImport customer records only
QuiltsImport quilt records — customer linking is auto-detected (see below)

When you import Quilts, the app inspects your CSV's headers and automatically detects whether customer columns are present. If they are, it links each quilt to a matching existing customer or creates a new one — there's no separate "Quilts with Customers" type to select.

File Requirements#

  • Format: CSV only (comma-separated values)
  • Max size: 5 MB
  • Max rows: 500 per import
  • Headers: First row must contain column headers
  • Encoding: UTF-8 recommended

Import Wizard Steps#

  1. Select type & upload — Choose your import type and drag-and-drop or browse for your CSV file
  2. Map columns — Match your CSV headers to Quilt Logger fields. The system auto-suggests mappings based on header names. Unmapped columns are skipped.
  3. Preview & validate — Review parsed data in a table. Green rows are valid, yellow rows have warnings, red rows have errors. You can proceed with valid rows only.
  4. Execute import — Review the summary and click Import. A progress indicator shows status.
  5. Review results — See counts of successful and failed imports with detailed error messages.

Customer Matching (When Importing Quilts)#

When your quilt CSV includes customer data, the system matches each quilt to existing customers:

  • Auto-Match (green): High-confidence match by email or name+email
  • Review Required (yellow): Multiple possible matches — you select the correct one
  • Create New (blue): No match found — a new customer will be created

After matching, you can also map quilting rates, batting, machines, locations, and extra services to your existing configured options. Batting mappings use your catalog from Profile → Threads & Batting.

Tips#

  • Import customers first when doing a full migration, then import quilts
  • Include email addresses whenever possible — email is the most reliable matching criteria
  • Start with a small test (10–20 rows) to verify your mapping before importing a full dataset
  • Clean your data first — remove duplicate rows and standardize formats in a spreadsheet before importing
  • Split large imports into batches of 500 rows (the max per import)

Related Documentation#

Last Updated: June 2026