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Importing and Exporting Data

Import existing data into BakeOnyx from CSV files and export your data for backups or external use.

Importing and Exporting Data

  • Import customer, ingredient, recipe, and order data from CSV files
  • Export your BakeOnyx data for backups or use in other tools
  • Validate and fix data issues before importing to keep your records clean

When to Import and Export Data

Importing is helpful when you're switching to BakeOnyx from spreadsheets or another bakery management system. Exporting lets you back up your data, share it with your accountant, or move information to other tools.

BakeOnyx supports importing and exporting for:

  • Customers — names, emails, phone numbers, addresses
  • Ingredients — names, units, costs, suppliers, stock levels
  • Recipes — names, categories, yields, and ingredient lists
  • Orders — customer details, items, dates, and totals

How to Export Data

Exporting is the easiest way to get your data out of BakeOnyx. You can export from any list page (Customers, Ingredients, Recipes, or Orders).

  1. Go to the list page for the data you want to export (for example, Ingredients).
  2. Look for the Export button near the top of the page.
  3. Click Export — your browser will download a CSV file with all the data currently shown (including any filters you've applied).
  4. The file will be named something like ingredients_export.csv and saved to your Downloads folder.
Ingredients list page showing the Export button in the toolbar
Tip: If you've filtered the list (for example, showing only ingredients from a specific supplier), the export will only include those filtered rows. This is useful for exporting subsets of your data.

How to Import Data

Importing brings data from a CSV file into BakeOnyx. The process includes a validation step to catch errors before they're saved.

Step 1: Prepare Your CSV File

Your CSV file must have the correct column headers. The easiest way to get the right format is to download a template:

  1. Go to the list page where you want to import data (for example, Customers).
  2. Look for the Import button or Download Template link near the top of the page.
  3. Click Download Template to get a blank CSV file with the correct columns.
  4. Open the template in a spreadsheet app (Excel, Google Sheets, etc.) and fill in your data.
  5. Save the file as CSV format.

Step 2: Upload Your File

  1. Go to the list page where you want to import (for example, Orders).
  2. Click the Import button at the top of the page.
  3. Select your CSV file from your computer.
  4. Click Upload.
Orders list page with the Import button visible in the toolbar

Step 3: Review and Confirm

BakeOnyx will preview your data and check for problems:

  1. Review the preview table showing the rows from your file.
  2. Check the validation report at the top — it will show any errors or warnings.
  3. Common issues include:
    • Missing required fields (like customer name or ingredient unit)
    • Duplicate entries (same email for customers, same name for ingredients)
    • Invalid data types (like text in a number field)
  4. If there are errors, you can:
    • Go back and fix your CSV file, then re-upload it
    • Or proceed with a partial import — valid rows will be imported and errors will be reported
  5. Once you're satisfied, click Confirm Import.
Warning: BakeOnyx will not import rows with duplicate entries (same email for customers, same name for ingredients). If you're importing data that might have duplicates, review your CSV file first or consider updating existing records instead of importing.
Note: Partial imports are supported. If some rows have errors and others don't, the valid rows will be imported and you'll see a report of which rows failed and why.

Next Steps

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