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CSV / Excel import & export integration

Connect CSV / Excel import & export to KztOne

Bring in contacts, products, orders and invoices from spreadsheets, and export anything back out.

Status
Available now
Connects with
No credentials needed
Record types
orders, contacts, invoices, products
Real-time
Scheduled sync
Illustration of one customer record in KztOne linked to orders, invoices, WhatsApp conversations, payments and tasks

What syncs

This connector supports: contacts, products, orders, invoices. Each record type has a clear direction (into KztOne, out to CSV / Excel import & export, or both) and you choose which system is in charge of each field.

  • contacts: inbound & outbound (scheduled sync)
  • products: inbound & outbound (scheduled sync)
  • orders: inbound & outbound (scheduled sync)
  • invoices: inbound & outbound (scheduled sync)

How the connection works

Choose the platform, enter your store or account details, authorise, pick what to sync, preview the import, then run it. Ongoing changes arrive through webhooks with scheduled polling as a fallback. Every event is deduplicated so nothing is ever imported twice.

Safe by design

Credentials are encrypted at rest, every sync job is logged, failed records are retried automatically and conflicts are shown to you for review instead of silently overwriting data.

Exactly what this connector can do

Capabilities come from the connector’s own manifest, so this table is what the software enforces, not a marketing claim.

RecordReadCreateUpdateDirectionEvents
ordersYesYes—Into KztOne and Out to CSV / Excel import & exportPolling
contactsYesYesYesInto KztOne and Out to CSV / Excel import & exportPolling
invoicesYesYes—Into KztOne and Out to CSV / Excel import & exportPolling
productsYesYesYesInto KztOne and Out to CSV / Excel import & exportPolling

Questions

Is the CSV / Excel import & export integration available now?
Yes. It is included in every paid plan and in the 7-day trial.
Will it duplicate my records?
No. KztOne keeps an external-ID map for every synced record and deduplicates incoming events, so a replayed webhook or a second import never creates duplicates.

See it with your own data

Create a workspace, import your records and try every feature free for 7 days.