Import spreadsheets with source history and recovery

Use Imports → Migrate to bring reviewed records from CSV or an Excel .xlsx worksheet. Select the source system, record kind and columns before creating a preview. Reading a file does not create records, merge clients, send invitations or start workflows.

Choose the right worksheet and units

An Excel workbook can contain up to 30 visible sheets. Select one sheet with a unique header row, up to 1,000 records and 60 columns. Dates become YYYY-MM-DD. Formula cells use saved results only; no formulas execute. Recalculate and save a workbook that has formulas without cached results.

An Excel file must be smaller than 5 MB and stay within the bounded expanded-archive limit. CSV and the selected sheet's values must fit within 1 MB. Encrypted files, embedded objects, macros and external workbook links are rejected. Export values as CSV when the source format is unsupported.

Money mappings use integer cents. A source value of 12500 means $125.00; 125.00 is not silently reinterpreted. Review the proposed column matches and the list of unmapped columns. Original row values stay in migration history.

Migrate in a useful order

Import clients first. Project imports require their exact IDs from this workspace, so two people with the same name cannot be silently combined. Active-project limits still apply. Import inquiries separately to preserve attribution and pipeline meaning.

Guests, gifts, tasks and invoice drafts require an explicit project. Expense imports may be assigned to a project or business overhead. Expenses use USD cents and a separate included-tax amount; enter a paid date only if the source proves payment.

Invoices import as unissued drafts with the original source number retained in their notes. The import does not manufacture signatures, cash receipts or an issued invoice's authoritative tax split. Reconcile historical payment and document evidence separately before issuing any bill.

Review, resume and undo

The preview labels invalid and possible duplicate rows. Existing records are not overwritten. A duplicate that appears after preview is also skipped. Running imports continue in durable batches; a worker interruption leaves a resumable batch.

Undo affects only unchanged imported records. Changed or linked records remain for review. Imported projects and inquiries are archived rather than destroying retained history; financial records with provider operations or payments cannot be casually removed. Guest household grouping follows its own explicit preview and never merges existing invitations.

Only current business operators can manage private imports. Provider credentials are not required for local CSV/Excel ingestion; the durable worker is activated with the rest of the application. Source systems may omit historical messages, files or signatures from their exports. The preview imports only available mapped data and makes no claim to recover unavailable source history.