How to start
A trial import shows every error before anything is saved, and you switch modules on one at a time.
Each importer gives you an Excel template with a sheet to fill in, the list of allowed values and a filled example.
A trial run lists every error by row before anything is saved. Up to 20,000 rows per file; imports run in the background and a notification tells you when they're done.
The other modules stay hidden: they disappear from menus, search, dashboards and the server, and their data stays intact.
Each module can be off, in pilot for chosen roles, or on for everyone. An admin screen shows which staff use each module, so you can see adoption instead of guessing it.
Worth knowing
Files are Excel (.xlsx), not CSV. Customers are matched between imports only when the file carries their old-system ID; otherwise a second run can create duplicates.
30 minutes, on fictional data. Two steps, then you pick your time slot.
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