Importing customers from CSV

Move customers from another system in bulk — Pistonlog parses, validates, and creates the records

OwnerManager

When you're moving from another garage management system, you don't want to hand-type hundreds of customer + vehicle records. Pistonlog's CSV importer takes a single combined CSV and creates both customers and their vehicles in one go.

What columns to include

The importer only accepts the Pistonlog template: download it from the Import page (Download template) and keep every heading exactly as supplied.

ColumnRequiredNotes
Pistonlog Template VersionyesEnter 1 on every row
Customer ReferenceyesYour own ID for the customer (letters, numbers, dots, hyphens, underscores). Repeat the same reference, with identical customer details, to link several vehicles to one customer
Customer First Namesee noteAt least one of first name, last name, or business name is required
Customer Last Namesee noteAs above
Customer Business NamenoTrading-as / sole-trader name
Customer EmailnoOptional; needed for email reminders
Customer PhonenoDigits and common phone punctuation
Customer AddressnoSingle field; not split by street/city
Customer On Stop ReasonnoFill in to mark the customer as On stop
Contact By EmailnoTRUE or FALSE; blank counts as TRUE
Contact By SMSnoTRUE or FALSE; blank counts as TRUE
Vehicle Registrationno2–10 letters/numbers. Required if any other vehicle column is filled; if present, a vehicle is created (or matched) and linked
Vehicle MakenoVehicle make
Vehicle ModelnoVehicle model
Vehicle YearnoFour-digit year of manufacture
Vehicle ColournoVehicle colour
Vehicle Fuel Typeno"Petrol" / "Diesel" / etc.
Vehicle Engine SizenoEngine size
Vehicle MOT Due DatenoISO date (YYYY-MM-DD)
Vehicle MileagenoWhole number

One row per customer + vehicle pair; a customer without a vehicle is fine. Up to 1,000 rows or 4 MB per file, UTF-8 encoded.

How to import

Open the Import page

Click your company name at the top of the sidebar, then Import customers and vehicles. Only the company owner can run an import.

Upload the CSV

Click Choose Pistonlog CSV. Pistonlog validates every row and stages a preview; nothing is written to your records yet.

Review the preview

The preview shows how many customers, vehicles, and links will be created, and flags rows with errors. Every row must be valid before you can import: fix the CSV and re-upload (or Discard the run). Rows that pair a customer with a vehicle they were previously marked as no longer owning need explicit confirmation too.

Confirm and import

Click Confirm and import and enter your owner password. Duplicate customers are detected by email OR by name + phone — matches are linked to the existing record (left unchanged) rather than creating doubles. Vehicles are matched by registration the same way.

What it doesn't import

Jobcards, payments, invoices, comments, inspections — none of these come across. The CSV is the starting point for customer + vehicle records; everything else accrues as you work.

Test with a small batch first

A completed import can be undone with Undo import for 24 hours (owner password required), but only if the imported records haven't been edited since, and it removes only what the import created. Try a 20-row sample first to make sure your data format is right. Imports are also rate-limited (a few preview and commit runs per day per company).

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