Core concepts
Importing & exporting data
Bring data in from spreadsheets or PDFs, and export any time.
Import
- 1Open a module that supports import (e.g. Inventory, HRMS/Employees, CRM customers) and go to its Import screen.
- 2Upload a CSV, XLSX, or PDF file.
- 3Map the detected columns to the record fields — the importer auto-matches common ones.
- 4Review the preview and confirm to add all rows in one step.
PDF import reconstructs tables from clean, grid-like PDFs; scanned image-only PDFs can't be read as text.
Export
- Modules have an Export button that downloads their records as CSV.
- No lock-in — your data is yours and leaves with you whenever you want.