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Data import and export
Import stock, customers and past sales from Excel or CSV, fix problem rows, roll back an import and export all of your store's data.
- Import existing stock Move the devices already in your shop in from an Excel or CSV file, with cost and receive date. Models and IMEIs are checked first; cash is untouched.
- Import your customer list Import customer names, phone numbers, ID numbers and addresses from Excel or CSV. Duplicates are found by ID or phone, and personal data is encrypted.
- Import past sales history Bring in devices you already sold, with cost, buy date, sale date and price, so profit reports and valuation have starting data. Cash is untouched.
- Template files and column mapping Download a template for each data type, or use your own Excel file. The system guesses which column holds what from the headings, and you can change it.
- Fix rows with import problems Rows with errors are skipped but don't block the rest. See each row's reason, pick unmatched models, or download the problem rows, fix them and import again.
- Roll back an import Imported the wrong file? Roll the whole batch back within 30 days. Its documents are voided with reversals, not deleted; items used since are kept.
- Export all your store data The owner downloads all store data as a ZIP of CSV files: customers, items, documents, payments and the cost ledger. Available on every plan.
- Open exported files safely in Excel System CSV files are UTF-8, so Thai shows correctly in Excel. Text that could act as a formula starts with an apostrophe; set IMEI columns to text.
Other categories
- rocket_launch Getting started
- add_box Buying and intake
- query_stats Valuation and Safe Buy
- inventory_2 Stock and item costs
- point_of_sale Selling and receipts
- undo Voids and returns
- account_balance_wallet Cash and money accounts
- group Customers and personal data
- monitoring Reports and Store Intelligence
- notifications Notifications
- badge Team and permissions
- shield_lock Account and security
- credit_card Plan and billing
- settings Store settings
- support Troubleshooting
- hourglass_top Not available yet
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