← Back to ProductBook a demo
Data Import with Preview, Reconciliation & Undo
Import your records from CSV or XLSX, with a preview and an exceptions list. Reconcile totals after the import, and undo it if something is wrong. Target: a working map in five business days from complete data.
What it does
- Imports CSV or XLSX files, with a preview first.
- Lists exceptions for rows that need a decision.
- Reconciles totals after the import.
- Imports open invoices.
- Undoes an import.
What it deliberately doesn't do
- Five business days is a target that starts from complete data. It is not a timeline we can promise for every marina.
- Keep your own copy of current records before you import.
Questions
Can I do the import myself?
Yes. Upload CSV or XLSX files, or use the templates, then review the preview and exceptions.
Can I undo an import?
Yes. Import includes undo.
Does the import include open invoices?
Yes. Open-invoice import is included.