Import customers and vendors from CSV

Imports use CSV templates so Northyx can map fields correctly.

1. Open Customers or Vendors and click Import.
2. Download the template and keep the header row intact.
3. Fill required fields like name and email, then save as CSV.
4. Upload the CSV and review the preview for errors.
5. Fix any issues, then confirm the import.
6. Enable Update existing only if you want to overwrite matching records.

Invoices and expenses have their own import tools on their list pages.