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Documentation Index

Fetch the complete documentation index at: https://help.kneadapp.co/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Already tracking orders in a spreadsheet? You can bring them into Knead so your books and your bakes live in one place. Imported orders are tagged so they stay quiet: your customers won’t get invoice emails or reminders for anything you import. This guide walks through importing your historical 2026 orders from a .csv or .xlsx file.

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Open the import screen

  1. Go to The Board (/orders).
  2. Click the Import button, next to New Order.
You’ll land on the Import Orders page (/orders/import) — “Bring historical orders in from a spreadsheet.” The Board with the Import button next to New Order

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Step 1: Upload your spreadsheet

The upload screen is headed Import historical orders:
For past or in-progress 2026 orders you’ve been tracking elsewhere. Customers will not receive invoice emails or reminders for imported orders.
  1. If your spreadsheet doesn’t match the expected layout, click Download CSV template to grab a starter file.
  2. Make sure your columns line up with the ones Knead expects: Client Name, Email, Phone, Delivery Date, Your Order #, Product, Quantity, Unit Price, Total, Paid?, Paid Date, Payment Method, Notes.
  3. Click Choose File and pick your spreadsheet.
Good to know: Knead accepts .xlsx and .csv files, up to 200 rows per import. Split larger histories into multiple files.

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Step 2: Review before importing

Once your file is parsed, you’ll see a banner: ” rows parsed — review before importing.” Below it:
Each row becomes an order tagged imported. Paid rows get a manual payment on the invoice. Reminder emails are disabled for every imported order.
Each row appears as an editable Row card so you can fix anything before it commits:
  • Client name, email, and phone
  • Delivery date and Your order #
  • Qty and Total ($)
  • Product / description
  • A Paid checkbox — tick it to reveal Paid date and Method

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How clients are matched

Knead tries to match each row to an existing client:
  • Matched by email or Matched by name — the row is linked to that client. Click Create new client instead if it’s the wrong person.
  • Multiple matches — pick one — choose the correct client from the list.
  • Will create new client — no match found, so a new client record is created on import.
The import review step with editable row cards and per-row client matching

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Step 3: Import

The sticky footer shows Ready to import X of N. When you’re happy with the rows, click Import orders. You’ll see a confirmation toast: “Imported orders.”
Pro tip: Imported orders are tagged so they never trigger customer-facing emails or reminders. Paid rows automatically record a manual payment on the invoice, so your totals stay accurate from day one.
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