Data, import, and billing
When your role and mode show the cards, retain, back up, or export data, bulk-import CSV, and manage Invoicing and subscription (in the app: Billing & Subscription).
Outcome
You open Data Management, Data Import, and Invoicing and subscription (in the app: Billing & Subscription) when those cards are visible. Simple mode hides Billing & Subscription and Data Import. Continue to the People portal tutorial.
Who it's for
Team member with manage-data / edit-billing permissions
Prerequisites
- Team-member access (Client and Resource portal users do not see these hub cards)
- Not in simple mode if you need Invoicing and subscription (in the app: Billing & Subscription) or Data Import. Those cards are hidden in simple mode.
Steps
- From Settings → Operations & Data, open Data Management when you have permission. This is admin/team territory: retention (archive/purge, notification retention days), backups (auto backup, frequency, retain count, attachments), exports (start a job, download when complete), and data stats. Save retention/backup policies as the form offers. Export and backup jobs can take time: check status before assuming they finished.
- If Data Import is visible, use it for CSV bulk load. Simple mode hides this card. Tabs cover Clients, Services, Locations, Projects, Resources, and Team. That is all six, including people (Resources) and company team members (Team). Upload, map columns, preview, then Import. Order matters because later tabs depend on earlier master data. Load Clients before Locations. Load Clients and Services before Projects. Then load Resources and Team. Load in that order so links stay intact. Match CSV encoding and delimiter. Use the help modal when stuck. See Business tutorials for master-data edits after import.
- If the card is visible, open Invoicing and subscription (in the app: Billing & Subscription). Simple mode hides this card. The page shows subscription, payment, and company billing details (card fields, VAT, billing address) as the product shows them. Save updates the form. Live payment behavior depends on your tenant configuration. See company profile billing fields if they overlap.
- Optional connections for IT live on Technical fit. They are not a Settings hub card. Next: after this cluster, the People portal tutorial covers how invited people work day to day.