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Import & Export

Bulk Excel import and DataTables export

Try:

01 Bulk import

Import Excel files for:

  • Staff / Users — from Staff list → Import.
  • Products — from Products → Import.
  • Leads — from Leads → Import.
  • Customers — from Customers → Import.

Download the sample template from each import screen and match column headers exactly before uploading.

02 Export

Most list views (leads, customers, products, invoices, etc.) support DataTables export to Excel, CSV, or PDF using the buttons above the table.

Use exports for backups, reporting, or migration to other tools — filter the list first to export a subset.

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