Import improvements

Posted by getSoapy on 8th August 2026 in What's New . Last updated: 8th August 2026

We've made a bunch of improvements to imports, so it's easier to bring in customer data without also bringing in a headache.

You can now:

  • choose whether to import balances
  • choose whether to import scheduled dates
  • turn off customer notifications for that import, instead of changing them in Settings first
  • add extra instructions for the AI processing your CSV, handy if your file needs a bit more context
  • see the uploaded CSV filename on each import, so it's easier to tell which import used which file

That means more control over what comes in, and a clearer view of what's been imported from where.

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