Import & Export

Import product lists and export your business data for backup or analysis.

Importing Data

Import product and item lists from CSV files to quickly populate your catalog. Access this under Settings | Import/Export.

How to Import

  1. Go to Settings | Import/Export
  2. Click Upload CSV
  3. Select your CSV file containing product data
  4. Map the columns to the appropriate fields
  5. Review and confirm the import

Import History

  • View previously imported lists
  • See import dates and item counts
  • Delete import batches if needed
Tip: Ensure your CSV file has clear column headers that match the expected fields (name, description, price, etc.).

Exporting Data

Export your business data for backup, tax preparation, or analysis in external tools.

Available Exports

Export Type Description
Timesheet All time entries and work logs
Clients Your client list with contact information
Estimates All estimates created
Invoices All invoices and payment status
Expenses Expense records and receipts
Mileage Mileage tracking records
Transactions All financial transactions
Detailed Report Comprehensive business report (Premium)

How to Export

  1. Go to Settings | Import/Export
  2. Select the data type you want to export
  3. Choose date range if applicable
  4. Click Export
  5. Download the generated file
Note: The Detailed Report export is a premium feature that provides comprehensive data across all areas of your business.