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Import, export, security, and subscriptions

Use the current template from the target import screen. Validate customer/product identity, units, taxes, dates, amounts, and duplicates in a small batch first. Keep the source file until totals are reconciled.

Exports may contain sensitive business and customer data. Limit recipients, use approved storage, and delete temporary copies according to business policy.

  • Use individual accounts and minimum required permissions.
  • Never share passwords, OTPs, recovery codes, API secrets, or service-role keys.
  • Review staff and accountant access regularly.
  • Confirm the selected business before viewing, importing, exporting, or changing data.
  • Publish only approved information in the public profile.
  • Report suspected cross-tenant exposure immediately without copying the data.

Read the EntryBook Privacy Policy and Terms.

Open Plans to review the current tier, trial, feature availability, renewal, and supported upgrade path. For a charge or renewal question, provide the account phone/email, invoice/reference ID, amount, and date—never full card, UPI PIN, OTP, or banking credentials.

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