Where the wizard fits

The Import Wizard is designed for structured CSV files with a header row. It supports source-aware imports from Manual CSV, Jobber, ServiceM8, Tradify, Xero, QuickBooks Online, Simpro, AroFlo, Fergus and Other.

Choose the source platform and import type first so Fencify can suggest field matches that suit the file. Supported import types include suppliers, inventory, customers and leads, projects, schedule dates, quotes, invoices, payments and expenses.

The import stages

1. Select the source platform and target import type.
2. Upload a CSV file with a header row.
3. Review each source header and choose the matching Fencify field.
4. Preview normalised rows, warnings, errors and possible duplicates.
5. Commit selected rows using the available duplicate handling options.
6. Review the import summary or history after completion.

Access and financial imports

Fencify checks team access before an import can continue. Imports that involve quotes, invoices, payments or expenses require financial visibility. If a delegated team member lacks financial access, those import choices are blocked or rejected before committing.

Good preparation habits

• Keep the CSV header row clear and specific.
• Split large files into separate uploads when needed. Launch imports are capped at 2,500 rows per CSV.
• Use preview counts to deal with errors and warnings before committing rows.
• Save a mapping template when the same export format will be used again.