How it works
- Properties → Import CSV maps the columns and skips duplicates, so the import is safe to run twice.
- Run the old and new side by side for one cycle if you like — Free costs nothing while you decide.
- Vendors need nothing: the first dispatch invites them.
What it doesn't do
- Old reports are not imported as structured data; they come along as files.
Which plan
Pro
Pro is the usual switch; Business when owners or boards open your reports.