Preview and import
Run a dry run to see what will be created and any problems, then import in the background without messaging customers.
Preview (dry run)
Click Preview import
Under Preview, click Preview import. Nothing is written yet.
Read the counts
For each kind of record you see New, Update, Kept (edited here), Duplicates and Skipped. SKUFlow also tells you about opening balances it will add so balances match your old system, and how many customers paid by card on file.
The import preview with counts per record type and the problems list
Screenshot coming soon
Fix problems
Under Problems, each Error or Warning names its File, Row and Column. Rows with errors are skipped. Fix your files or the mapping, then click Preview again.
Import
Click Import
Click Import and confirm Import these records?.
Wait for it to finish
The import runs in the background and shows its progress. You can leave the page. When it's done, Imported shows what was created, updated, kept and skipped.
Nothing is sent to customers. Imported records stay out of automations, reminders, overdue notices, review requests and campaigns until you turn on messaging in the cutover checklist. They aren't sent to QuickBooks, Xero or your webhooks either.
Only one import runs at a time. If an import stops partway, what was imported so far can be undone, or you can run the import again: nothing is duplicated.