Imports

Excel, CSV, general ledger exports, bank feeds. Moving data in is a
primitive, not an integration project.

What it is

The Imports system handles the messy, common task of getting data
into HAPPEE. Most businesses arrive with history elsewhere, a
QuickBooks GL, a CSV from another CRM, a folder of bank statements,
a Stripe export, a zip of contracts. Imports lets you ingest all of
it without engineering work.

Common business formats are supported out of the box, and new ones
can usually be added without engineering work.

What you get

• A self-service import wizard for common formats
• Spreadsheet and CSV ingestion with column mapping and preview
• Bank statement imports from common business banks

Upcoming, CSV bank statement imports. Today, bank data flows
in live via Plaid; CSV statement support for historical data is on
the roadmap.

• General ledger imports from QuickBooks via the self-service
  wizard; for other accounting software, an agent walks you through
  exporting a General Ledger CSV and mapping the accounts

• Payment processor imports for revenue data

Upcoming, Stripe revenue-data import. Today, Stripe is wired
in for billing sync; a dedicated Stripe export adapter for revenue
data is on the roadmap.

• Document and image ingestion that agents can read
• Spreadsheet analysis for complex models brought in from outside
• Validation and reconciliation reports, what came in, what conflicted, what was ignored

Upcoming, Self-serve bulk uploads via zip archive and direct
attachment ingest are on the roadmap. Today, individual files import
via the wizard.

How agents use imports

Imports is heavily agent-assisted:

• The user uploads a file; the relevant agent inspects, identifies the
  format, proposes the mapping, and asks for confirmation.

• For ambiguous data, the agent surfaces conflicts (duplicate
  contacts, mismatched account names) for resolution rather than
  silently discarding.

• After import, the agent reconciles, does the imported balance
  match the GL? Are all customers represented?, and reports.

• For routine imports (monthly bank statements), the agent handles
  the entire flow with human approval at the end.

In small businesses

Small businesses usually have years of history scattered across
tools. Migration is the gating step, and the reason many small
businesses never adopt better tools, because the migration cost
exceeds the budget. Imports turns migration into a few uploads with
agent help, instead of a contractor engagement.

Where imports show up across the business

• In Cash flow stabilization:
  bank transactions ingested daily; historical GL imported when
  setting up.

• In First paying customers:
  Stripe charges flowing into accounting; bank ingest from invoice 1.

• In Outbound sales motion:
  contact list imported from a prior CRM at setup.

• In New product line: cost data
  imported from operational systems for allocation modeling.