Data import with a dry run, export whenever you need it

You import customers with their contacts, leads, items and expenses, each started from its own list. The sample file comes with the right header row, the page lists every column, and custom fields can be imported too.

The simulated import processes the whole file and shows the first 100 rows as they would be imported, without saving anything. If it looks right, you import the same file for real.

Rows whose e-mail address already belongs to a contact are skipped. If the company name matches exactly one existing customer, the row is added to it as a new contact. For leads, your lead duplicate rules apply.

Every admin list exports to Excel, CSV, PDF or print, with your current search, filters and sort order. If you tick rows, only those go into the file.

Administrators download customers, contacts, leads, expenses or payments as CSV, filtered by period, with readable group, status and country names. Passwords and security fields are never included.

You pack invoices, estimates, proposals, credit notes, payments or expenses into one ZIP by date and status, with a folder per year. You can print a word such as “Copy” on every PDF. Staff who cannot see everything receive only the documents they are allowed to see.

If you enable it, contacts can download their personal data in the customer portal, and leads on their own data page, as a ZIP with JSON files. Administrators can prepare the same package on request.