CSV import & export.

Move supported records through scoped CSV tools.

Implemented workflow · sample demonstration
Original Samran Bill csv import & export interface design with illustrative records
Original Samran Bill design · sample data Explore the interactive preview ↓

Your records need a controlled way out.

Prepare master records and historical archives, review validation and export permitted data. A universal connector to other accounting software is not implemented.

01

Select

Choose the permitted record set, reporting period and branch scope.

02

Deliver

Prepare a private export with expiry and an attributed job history.

Prepare business records for an accountant’s review.

Does an export grant wider access than the application?

No. Export authorization must enforce the same tenant, role and branch boundaries as the working screens.

Understand record portability

Export business records.
Job preview in context.

Workspace / CSV import & exportDESIGN PREVIEW
SAMPLE BUSINESS DATA

Export business records

Export scope
Record sets3
ScopeAuthorized only
Export actionPreview only
Invoices01–17 OctOwner permitted
CustomersCurrent directoryOwner permitted
Stock movementsCurrent branchBranch scoped

Exports must respect the same permissions as the workspace.

Interactive design preview · no live billing backend, AI inference, account creation, uploads or payment. Switching views changes sample content only. Download the original screen design ↗