This month's release is about getting you productive in Ribbiot faster. When your accounting system is connected, your onboarding team can now pull in your existing customers and price book items in one step — so your customer list and catalog are ready on day one instead of taking days of manual data entry.
Faster onboarding: customers & price book from your accounting system
What's New
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✅ During setup, your Ribbiot team can import your active customers from your connected accounting system — names, emails, phones, and billing addresses come across in one pull.
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✅ The same flow imports your active products and services into the Ribbiot price book — including names, types, and unit prices — so quoting and invoicing start from the catalog you already use.
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✅ Preview before anything is created: see how many records will be added, which will be skipped as duplicates, and which are missing required fields.
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✅ Safe to re-run — matching records are skipped, so you don't get duplicate customers or price book items.
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✅ Works with large lists (thousands of contacts or catalog items), so even established fleets don't need a spreadsheet hand-off.
How This Helps
Getting started in Ribbiot used to mean typing customers in one by one — or handing off a spreadsheet and waiting for someone to load it — before anyone could create a job or send a quote. The same bottleneck hit the price book: without your products and services in place, quoting and invoicing couldn't match how you already bill.
Now, once your accounting connection is in place, onboarding pulls both lists in with a preview-and-confirm step. You start with a usable customer list and catalog on day one, so your team can quote, schedule, and invoice against the data you already trust instead of waiting days for data entry to finish.
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To take advantage of these new features, ensure your app is updated to the latest version.
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🚀 Stay tuned for more updates as we continue to improve Ribbiot based on your valuable feedback! 🚀