Import & Export Data

Tiquo provides guided wizards for both importing existing data into the platform and exporting platform data out. Imports are typically used during onboarding to migrate from another system; exports are typically used for reporting, backups, or moving data to other tools.

Navigating to Import & Export

Both flows live under Settings. The Import & Export landing page exposes both wizards from a single screen.

Import

What Data Can Be Imported

Tiquo supports importing key operational data, including:

• Customers: customer records and contact information
• Companies: company records and corporate domains
• Products: product catalog with pricing and categories
• Services: bookable services and configurations
• Orders: existing order records
• Lists: custom lists used elsewhere in the platform

This allows you to preserve customer records, offerings, pricing, and historical orders while setting up the rest of the platform.

Preparing Your Data

Before importing, data should be reviewed and formatted correctly. This typically involves:

• Ensuring required fields are present
• Removing duplicates where possible
• Checking naming and categorisation consistency

Import wizard steps

The Import wizard is a guided flow:

1. Choose category: pick the data type to import (Customers, Companies, Products, Services, Orders, Lists).
2. Choose sublocation: select which sublocation the data should be imported into.
3. Map fields: match each column in the CSV to the corresponding field in Tiquo.
4. Upload CSV: upload the CSV file containing the data. The file is parsed and prepared for review.
5. Review options: decide how to handle conflicts, including overwrite behaviour (replace existing records or skip duplicates) and auto-enrich (let Tiquo fill in missing fields where possible from existing data or external sources).
6. Confirm and run: the wizard executes the import and reports successes, skips, and errors.

Verify Imported Data

After an import is complete, Tiquo provides tools to review and verify the imported data. This allows you to:

• Confirm records were imported correctly
• Spot and correct any errors or omissions
• Ensure data is ready for live operations

Export

The Export wizard mirrors the Import wizard in shape: a guided flow for getting data out of Tiquo as a downloadable file.

Export wizard steps:

1. Choose entity type: pick the data type to export (e.g., Products, Customers, Orders).
2. Date range: scope the export to a specific period (relevant for Orders and Bookings; less relevant for static catalogs).
3. Field picker: select which fields to include in the export. Default is all fields; staff can trim to just the columns they need.
4. Format: CSV, XLSX, or other supported formats.
5. Task or order options: for entity types that support task or order context (e.g., bookings tied to specific orders), choose how to scope the export.
6. Run: Tiquo generates the file and either downloads it directly or makes it available for download once processing completes.