Files

Public disk: logos and other branding you intend to serve on the portal or PDFs. Requires php artisan storage:link when using local public storage.

Private disk: evidence, tenant uploads. Not web-browsable without an authorized URL.

See Storage and Branding.

Files on records

Customer, site, and asset profiles have a Files section (typed icons, image thumbs). Contacts do not. Storage is local by default.

Import / export (CSV)

This is not a generic Excel sync product. Per-record Files on a profile are attachments, not the importer.

Example path: Customers → Customers → Import (/app/w/{slug}/customers/import).

1. Open the module list (Customers, Contacts, Sites, or Assets) → Import.
2. Download template. Fill UTF-8 CSV. Do not merge cells. Do not upload XLSX unless you converted to CSV.
3. Upload → map columns → preview. Fix rows from the error CSV and re-upload failures.

Need {entity}.import / {entity}.export. *.manage does not grant import/export. Custom-field columns appear as cf_… when your workspace defined them.

Module	Import	Notes
Customers	Yes	Type person or company. Person needs Name; company needs Company name
Contacts	Yes	Required: First name, Last name. Resolve parent with Customer email (preferred)
Sites	Yes	Required: Site name
Assets	Yes if customer_assets	Required: Asset name plus customer email or exact name. Dates YYYY-MM-DD
Service requests / work orders	Export only	No CSV import
Appointments	Neither	No import or export

Common mistakes

• XLSX with merged cells
• Ambiguous customer name — use a unique customer email
• PHP upload_max_filesize too small
• Expecting portal guests to bulk-import