Data, import, and billing
When your role and mode show the cards: retain/backup/export data, bulk-import CSV, and manage Billing & Subscription: without inventing payment product depth.
Outcome
You open Data Management, Data Import, and Billing & Subscription when visible; know simple mode hides Billing and Import; and soft-continue to the People portal tutorial.
Who it's for
Team member with manage-data / edit-billing permissions
Prerequisites
- Team-member access (Clients/Resources do not see these hub cards)
- Not in simple mode if you need Billing & Subscription or Data Import: those cards are hidden then
Steps
- From Settings → Operations & Data, open Data Management (`/settings/data`) 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 (`/settings/import`: hidden in simple mode), use it for CSV bulk load. Tabs cover Clients, Services, Locations, Projects, Resources, and Team: all six, including people (Resources) and company team members (Team). Upload → map columns → preview → Import. Order matters because later tabs depend on earlier master data: Clients before Locations; Clients and Services before Projects; then Resources and Team. Do not load out of sequence: that keeps links intact. Match CSV encoding and delimiter; use the help modal when stuck. Soft-link deep master-data edits to Business tutorials after import.
- If Billing & Subscription is visible (`/settings/billing`: also hidden in simple mode), open it for subscription/payment and company billing details (card fields, VAT, billing address) as the product shows. Save updates the form; live payment provider behavior depends on your tenant configuration: do not assume a full checkout walkthrough here. Soft-link company profile billing fields if they overlap.
- Optional connections for IT live on Technical fit. They are not a Settings hub card. Soft-continue: after this cluster, the People portal tutorial (`resource-portal`) covers how invited people work day to day.