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Import / Export

Bulk import data or export records for Glass Doctor of Lexington

Import Data

Imports are additive — existing records will not be overwritten. Download the CSV template for each type to ensure correct formatting.

Customers
Columns: Name, email, phone, address, notes
Template
Jobs
Columns: Job number, customer, type, status, date, value
Template
Inventory
Columns: SKU, name, category, quantity, unit cost, location
Template
Vendors
Columns: Vendor name, contact, email, phone, categories
Template
Glass Catalog
Columns: Product ID, name, type, thickness, size, price
Template
Export Data
Export History
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