CSV and Excel

Import any CSV or Excel file into Vin-G

Not on the list? Use the Generic presets with any spreadsheet.

Start for freeHow to switch to Vin-G

What moves

  • Customers → Vin-G CRM
  • Services and appointments → Vin-G Bookings
  • Staff → Vin-G HR
  • Products → products
  • Invoices → Vin-G Invoices
  • Expenses → Vin-G Finance

How it works

  1. Export the file from your current tool.
  2. In Vin-G, open Import → New import and pick the preset for that tool, or Generic for any CSV or Excel file.
  3. Check the column mapping and the preview. Rows that match an existing record by email or phone are flagged instead of copied twice.
  4. Confirm. The records appear in the Vin-G apps that use them.

Limits

  • Files up to 10 MB each (zip archives of documents up to 100 MB).
  • A file import is a one-time copy. It does not keep the two tools in sync.

Where the data goes

  • Vin-G CRM: Contacts, a deal pipeline, lead capture forms and lead-ad import.
  • Vin-G Bookings: A public booking page with services, staff availability and reminders.
  • Vin-G HR: Clock in and out, leave requests with approval, and staff profiles.
  • Vin-G Store: An online storefront with cart, checkout and stock tracking.
  • Vin-G Invoices: GST invoices with CGST/SGST/IGST, PDF, reminders and online payment.
  • Vin-G Finance: Expenses with receipts, bank CSV import and an accountant export.

Questions

Do my column names have to match?

No. You map your columns to Vin-G fields before the import and see a preview.

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