Data migration
CSV export/import for customers, products, and operational cut-over.
Treat go-live as a scoped project: export layouts, validate, then load with upsert controls finance can sign off.
Entity prioritisation
Start with customers, products, and open AR before historical detail.
Workspace data I/O
Use Export & import screens with matching spreadsheet layouts.
API and SDK
Automate cut-over with the public OpenAPI and TypeScript SDK package.