Setup and import
From empty account to first invoice, fast.
Guided setup and CSV customer import. Get started in minutes with a conversational setup and bring in customers from a CSV.
Guided setupIllustration
What it does
Setup and import in Knock
Pip walks admins through setup one question at a time: what you sell, billing cadence, GST, first product and plan. Then import your existing customers from a CSV, PDF or image.
How it works
Four steps
- 01
Answer a few questions
Business, cadence, GST rate and first product.
- 02
Review the summary
Pip proposes what it will create. You approve.
- 03
Import customers
Paste a list or attach a file. Preview before anything is saved.
- 04
Create the first subscription
Pip suggests the next best step.
Capabilities
Key capabilities
- Conversational setup with tappable answers
- Starter catalog in one step
- CSV import up to 500 customers
- Existing emails skipped
- No invites sent unless you ask
- Preview before saving
Frequently asked questions
Related features
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.