Import customers and items

1. To fix — rows with problems, each explained.
2. Import — the ready rows, skipping the rest.
3. Undo — the latest import, for 7 days.

1. Customers → Import (or Items → Import)

   Owners and Admins.

2. Download the template

   Excel (cells as text, with a Read me sheet) or CSV.

3. Fill it in and upload

   Columns are matched; other software’s names are recognised.

4. Review

   Every row checked; duplicates found; what was cleaned up is shown.

5. Import

   With a final confirmation and a progress bar you can stop.

Imports are for paid organizations — checking and adding many records takes real processing, so it’s kept for paid plans to keep Hectile fast for everyone. An organization can start 10 imports an hour.