The page is organized into nine cards. The first card is for imports; the other eight are exports grouped by topic. Every button in an export card downloads a CSV file, either immediately or after a short filter dialog.
- Import Data — Upload CSVs to add or update records in bulk: Invoice Templates, Clients, Properties, Routes, Catalog, Recurring Jobs, Recurring Charges.
- Clients & Properties — Clients, Client Payment Info, Properties.
- Invoicing & Payments — Invoices, Invoices Detailed, Invoice Payment, Invoice Templates, QBO/PSS Balance Diffs.
- Work Management — Routes, Jobs Summary.
- Visits & Service — Visit Detailed, Dosage Costs / Pool Volume, Dosage Invoicing, Checklist Last Times, Filters Last Cleaned, Extra Items.
- Catalog & Inventory — Catalog, Shopping List.
- Financial Reports — Profit & Loss, Profit & Loss – Jobs Only.
- Payroll — Payroll Daily, Payroll by Type, Tech Pay Detailed.
- Recurring Work — Recurring Jobs, Recurring Charges.
Sections 18.3 to 18.10 cover the imports; sections 18.11 to 18.19 cover every export.