Data import and migration

The captions from the video, as text, so people and search engines can read the same story.

Data import in Customer Flow brings partners, items, and opening numbers into the workspace.

Load buyers, suppliers, and products before the first live consignment.

Bring warehouse quantities so the first export does not invent stock.

Finance can start from imported balances, then live jobs post on top.

A controlled load keeps bad rows visible. Errors should be fixed, not silently skipped.

After go-live, the live file is the source. A shadow spreadsheet should not stay as truth.

Roles decide who is allowed to load masters. Import is powerful.

Imported partners are the same partners on the next purchase and the next export.

Load your masters at thecustomerflow.com, then run the first real job.