Import, export and undo imports

Data Transfer supports CSV imports for materials, vendors, contractors, labourers, projects, project stages, vendor material rates, inventory opening balances, equipment, warranties, attendance and inspection templates. It is not a general restore tool for every screen. Your role needs the relevant Data Transfer actions; access can be delegated and is not restricted to the built-in Admin role.

Create master records before rows that refer to them. For example, import materials and projects before inventory opening balances, and labourers before attendance. Starting an import requires paid access or an eligible live trial; viewing history and preparing/validating data still depend on your permissions.

1. 01

   Choose the record type and prepare the file

   Use the fields or template offered for that import. Keep one record per row and use the expected dates, numbers and reference values.

2. 02

   Map columns and validate

   Match your CSV headers to the application fields. Review missing values, duplicates and row errors in the preview. Correct the file and validate again when needed.

3. 03

   Commit and inspect the result

   Commit the validated version, follow progress and check the final counts. Download the error CSV for failed rows. Do not re-import successful rows blindly when retrying failures.

Open the import run to see whether Undo is available and its deadline. Undo requires paid access; trial permission to import does not include paid-only undo. Review which records the run created and whether colleagues have already used them. Undo works on the imported records under the application’s dependency checks; it is not a rewind of all later business activity.

For opening inventory, consider the stock movements that followed. If undo is refused because the data is in use or the window has expired, stop and plan a supported correction with the record owner or support. Never delete related transactions at random to force a rollback.

An authorized paid workspace can request an export from Data Transfer and follow its queued, processing or completed state. When ready, use the download action. The archive contains structured JSON, per-collection CSV files and a manifest describing the export. It excludes protected authentication secrets; it is not a password recovery package.

An export is a snapshot, not a live connection to your spreadsheet and not an automatic import-back option. Download links expire, and paid access is checked for downloading as well as requesting. Keep the file with people authorized to hold company data. If you only need a customer-facing certificate or report, use the relevant PDF download instead.