Bringing in existing data
How to move customers, vehicles, inventory, and vendors from your old system into Flux.
You do not have to retype your customer list. If your current system can export its data, we load it into your Flux account for you.
What to export #
From your old software, export as much of the following as it allows, as spreadsheets or CSV files:
- Customers: name or business name, phone numbers, email, address, and whether they are tax exempt.
- Vehicles: year, make, model, VIN, license plate, mileage, and which customer owns each.
- Inventory: manufacturer, part number, description, cost, retail price, and quantity on hand.
- Vendors: name, contact, phone, email, and address.
- History (optional): past invoices with date, vehicle, lines, and totals. Send a sample and we will tell you what carries across.
Column names do not have to match ours.
How it works #
- Sign up and finish the basics in Getting started so your store, tax rates, and payment methods exist.
- Contact us with the files. Let us know which store they belong to if you have more than one.
- We load the data and tell you when it is in. Spot-check a few customers and parts.
Plan limits apply to imported records too. If your list is bigger than the Free plan allows, start the Standard or Pro trial first so everything is visible.
Still stuck? Contact us and we'll help you get going.