Sources
Desktop-only. Review imports and consultation cards from one place.
Import Customers
QBO or Square CSV export.
Summary
-Source
0Total Rows
0Matched
0New
0Ambiguous
0Duplicates
Preview
| Source | Name | Phone | Status | Matches |
|---|
Import Products
Upload product sources from QBO, website export, or supported vendor sheets.
Product Import Summary
-Source
0Total Rows
0Matched
0New
0Ambiguous
Product Preview
| Source | Name | SKU | Category | Price | Status | Matches |
|---|
Recent Product Sources
0Batches
0Rows
0Matched
0New
0Ambiguous
| When | Source | File | Total | Matched | New | Ambiguous |
|---|---|---|---|---|---|---|
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| When | Source | Name | SKU | Category | Status | Matches |
|---|---|---|---|---|---|---|
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Import General Ledger
Upload a QBO General Ledger .xlsx export to create historical visit records.
0Imported
0Already imported
0No customer match
Unmatched names (not imported):
Already-imported transactions (skipped):
Consultation Cards
Same card workflow, now co-located with import review.
0Inbox
0Pending
0Staged
0Linked
0Skipped
| Status | File | Name | Date | |
|---|---|---|---|---|
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