Import
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New: Mappings active by default in the new import tool
In the new import tool available at Data » Import (New), when a new mapping is added to a mapping set, that mapping is now set to Active by default in order to simplify the mapping process.VersionAvailable frombetaJune 17 2026stableJune 17 2026
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Import Tool | Change: "File upload" icon for CSV imports now always visible
In the import overview under Data » Import, the "File upload" icon for data sources of the type CSV upload was previously only displayed if a CSV file had already been added for import.From now on, the "File Upload" icon is also displayed when no CSV file has yet been added for import. This allows you to select and upload a CSV file for import directly from the overview. Version Available frombeta8 June 2026stable10 June 2026
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New: Improved search function in the mapping menu of the import tool
When mapping target fields in the Map fields menu of an import in the import tool, users have access to a search function that allows them to find specific target fields more quickly. In order to improve the usability of this function, as of this update only categories that contain a search result are displayed when a search is carried out.VersionAvailable frombetaMay 6 2026stableMay 13 2026
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Fix: Unintended reset of update settings in the import tool
In the import tool, due to an internal error the Update settings of an import could be reset unintentionally under certain conditions. This issue is fixed as of this update.VersionAvailable frombetaMay 7 2026stableMay 7 2026
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Fix: Error in description of the test run function in the import tool
The import tool found under Data » Import features a Test run option. This option only imports the first few rows of a file in order to allow users to check whether the data in their file is being imported as intended.Up until now the description of this feature stated that it would import the first 5 rows of a file. However, it actually imports the first 10 rows. This update changes this description to state the correct amount of imported rows.VersionAvailable frombetaMay 8 2026stableMay 8 2026
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Fix: Wrong value type displayed for certain target fields in the new import tool
Up until now, when editing a mapping set in the new import tool, certain target fields would display the expected value type Number regardless of their actual expected value type. This issue has now been fixed.VersionAvailable frombeta24 April 2026stable24 April 2026
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Fix: Import scheduler not respecting time of day settings when using the Daily option
The import tool features a Scheduler that allows you to have an import run automatically at set intervals. However, up until now, when the Daily option was picked in the Scheduler and a time of day was selected, the time of day setting would not be respected due to an internal error and the import would instead be run at 3:30pm CET daily. This issue is now fixed.VersionAvailable frombeta23.03.2026stable23.03.2026
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Fixed: Error in caching options display in the import tool
Up until now, the caching option selected for an import in either the old or new import tool would not be displayed properly in the other import tool. This was merely a visual error and is fixed as of this update.BranchAvailable frombeta13 March 2026early13 March 2026stable13 March 2026
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New: Import ID in the Import overview
Up until now the Import ID was not displayed in the Import overview in order to avoid cluttering it with too much information, thus hampering its usability. However, as pointed out by customer feedback, some users may find it useful to have all Import IDs in their system visible at a glance. In response to this feedback this update adds an optional Import ID column to the overview.This new column is hidden by default and can be set to visible in the table settings of the overview, which can be accessed via the cogwheel symbol in the toolbar.VersionAvailable frombeta19 February 2026early25 February 2026stable4 March 2026
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New: Data: Importing bank details
In the Data » Import menu it is now possible to import bank details using the import type Contacts, addresses, companies, banks and properties. They can be updated if the bank name or the ID is provided or newly created in case it is missing from the database.VersionVerfügbar abbeta17. June 2025early18. June 2025stable25. June 2025
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