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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