Product Described: CorePOS Question Businesses switching to CorePOS from Clover or other popular POS systems (e.g., Square, Toast, Shopify POS, or legacy/custom systems) often need to transfer their existing inventory—including items, prices, categories, modifiers, SKUs, stock levels, taxes, and more. Is there an easy way to export from the old system and import into CorePOS? Does CorePOS offer built-in tools, self-service imports, or assistance?

Answer Yes—migrating inventory to CorePOS is straightforward and low-effort, especially when working with an agent or ISO. CSI Works provides a dedicated, assisted inventory import service to handle the heavy lifting for smooth transitions from virtually any POS system.

Most POS platforms allow easy export of inventory data:

• Clover: Export directly from the Merchant Dashboard > Items > Inventory (downloads as Excel/CSV with items, prices, categories, etc.).
• Square: Export items via Dashboard > Items > Export (CSV format).
• Toast: Export menu/inventory via Back Office > Menu > Export (CSV).
• Shopify POS or others: Most offer CSV/Excel exports of products/items.

Once you have the data in any structured/readable format (Excel, CSV, or even PDF in some cases), send it to CSI Works—we'll import it directly into the merchant's CorePOS account.

Key Details on the Import Service

• Assisted Import by CSI Works: Our team maps and imports the data for accuracy. This includes common fields like item names/descriptions, prices (fixed/variable/per unit), categories/subcategories, modifiers/groups, taxes, costs, SKUs/UPCs, quantities (if tracked), and more.
• Available Primarily for Agents/ISOs: This service is offered to agents helping merchants switch platforms. It ensures quick, error-free onboarding so you can focus on sales and activation rather than manual data entry.
• No Built-in Self-Import Tool Highlighted: While CorePOS is modular and extensible (via App Market for custom tools), the primary path for complex migrations from other systems is our expert-assisted service—especially for larger inventories or custom mappings.
• Benefits:
  • Avoids hours/days of manual re-entry.
  • Minimizes errors during the switch.
  • Gets the merchant operational faster with their full inventory intact.
  • Works seamlessly with CorePOS features like dual pricing, cash discounting, scale integration, and PAX hardware.

Steps for Agents to Migrate Inventory

1. Have the merchant (or you) export the inventory from their current POS system as a structured file (Excel/CSV preferred).
2. Email the file to info@csiworks.net. Include:
   • Merchant name/account details.
   • Agent/ISO info.
   • Any special instructions (e.g., custom field mappings, categories to preserve, or priorities).
3. Our support/setup team reviews, maps, and imports the data into CorePOS.
4. We'll confirm completion and recommend testing key items in demo/live mode.

This service makes switching from Clover or any other POS painless—many agents use it routinely to close deals faster.

If you're an agent with a merchant ready to migrate, reach out today—we'll handle the import and provide any export guidance needed!

Questions or ready to send a file? Contact us: 📧 info@csiworks.net ☎️ / 📱 Sales: 619-246-8236 (text or call) Support/Setup: 760-542-2178