Bring your book with you, and take it back out

The reason people stay on paper is not that paper is good. It is that moving is frightening.

You can now bring your customers, their rackets, and your whole string history in from a spreadsheet — Excel or CSV, whatever your columns are called. The preview is a real dry run: it tells you exactly what will happen, what it could not match and why, before anything is written. Upload the same file twice and it updates rather than duplicating.

And you can take all of it back out, any time, from Settings → Your data. Six files, with the row count printed beside each one so you can check it against your own screen.

What it doesn't do yet: it reads spreadsheets, not PDFs or photos of a notebook.

Try it: Settings → Your data, and download one file to see the shape.