Customers
Customers & Contacts
Imports customer master records and linked contacts from separate workbook sheets so account data and people stay together.
Settings
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Business Data
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Import Center
Business Data Import Center
Owner-only tools for bulk loading legacy and external business records into customers, quotes, orders, invoices, and related child rows.
Status
Quotes
Quotes & Quote Lines
Loads quote headers and line items with production pricing fields, material references, and legacy notes.
Orders
Orders & Order Lines
Loads order headers and production line items with status, machine, material, process, and note context.
Invoices
Invoices & Invoice Lines
Loads invoice headers and billing lines while optionally linking back to imported orders and order lines.
Owner Only
These tools are intentionally restricted to the owner role. Import customers first, then quotes, then orders, then invoices so downstream references resolve cleanly.