Importing that actually works
File upload, column matching, required-field checks, duplicate handling and a per-row error report, on fourteen modules.
14 days free · nothing to install · your data exports whenever you want
What was wrong
Import was rejected before it read a row. The dialog posted the pasted text as rows, which the API reads as already-split arrays, so every attempt came back a validation error. Behind that failure the API already had column mapping, duplicate handling and per-row errors. Nothing ever reached them.
Import, Export and bulk delete also existed on only five of seventeen modules, although every list draws the buttons.
What it does now
Take a file
Upload a CSV or paste straight from a spreadsheet. Quoted cells are split properly, so an address with a comma stays one column.
Match the columns
Fields matching by name are matched for you. Required fields are marked and the import will not run until they are.
Decide about duplicates
Skip the existing record, update it with the new values, or stop and report so it can be looked at.
See what happened
Added, updated, skipped and failed, with each failed row’s number and the reason.
Where it now works
| Before | Now | |
|---|---|---|
| Leads, customers, companies, deals, tasks | Endpoint existed; the dialog could not reach it. | ✓Working, with mapping and per-row errors. |
| Projects, items, employees, vendors | No import, export or bulk delete at all. | ✓All three. |
| Quotations, orders, invoices, credit notes | Nothing. | ✓Rows sharing a document number become the lines of one document; imports arrive as drafts. |
Does this affect anything existing?
Nothing is written until every row has been checked, so a mistake in the last row cannot leave half an import behind.
Imported documents arrive as drafts. Nothing is e-mailed, no stock moves and nothing is filed until you look at them.
Update mode refuses any document past draft, so a spreadsheet cannot rewrite an invoice you have already sent or been paid for.
Importing a project previously failed outright on a validation error, because the importer set a field projects do not have. Fixed.
More in release notes
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Ask for your account, or your whole workspace, to be deleted from inside the app
On the Security tab of Account and security, a member can now ask for their account…
Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.