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Product questions grouped by topic. If you cannot find what you need, send us a message and a person will answer.
Customers, contacts and invoices can be imported from CSV with a column-mapping step. Duplicate detection runs on email address and company name. Direct integrations with other tools are listed, with their status, in the integrations directory. Data can also be exported to CSV at any time.
The security page lists the controls that are verified today and those that are planned, including hosting region, encryption and access controls. Within a workspace, roles control who can see and edit what. The AI assistant only reads records that the person asking is allowed to see, and workspace data is not used to train models.
You need three things: a list of customers (a CSV export is fine), the services you sell with prices, and the details that go on your quotations and invoices. Most businesses are quoting from the workspace on the first day. The setup guide walks through it in order.