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Data Import and Export

Transferring data into and out of the system: CSV/Excel import, table export.

Your data is yours: you can bulk upload and download it.

Import

On list pages (products, customers, contacts) — the Import button:

  1. Upload a CSV/Excel file.
  2. Map file columns to system fields (mapping is saved for future use).
  3. Review the preview → confirm. Erroneous rows will be shown separately.
Data Import

Export

The Export button downloads the current list (including filters!) to a file — for accounting, Excel analysis, or backup.

Typical Scenarios

  • Migrating from another system: importing products and customers;
  • Monthly export of attendance records for payroll;
  • Exporting orders for a period for reporting.

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