Import & Export
Bring in data from spreadsheets with CSV import, or export your data for use in other tools.
CSV Import
Import supports 10 data types:
| Data Type | Key Columns |
|---|---|
| Transactions | Date, Type, Amount, Category, Party, Account, Location, Channel, Note, Reference |
| Quotes | Date, Party, Valid Until, Note, Line Items |
| Parties | Name, Email, Phone, Address, Tax ID, Role (Client/Supplier) |
| Categories | Name, Type (Income/Expense/General) |
| Accounts | Name, Type (Asset/Liability/Equity/Income/Expense) |
| Products | Name, SKU, Price, Description |
| Locations | Name, Address |
| Channels | Name |
| Tax Rates | Name, Rate |
| Discounts | Name, Type, Value |
Import Steps
- Navigate to Import in the sidebar
- Select the data type to import
- Upload a CSV file
- Map columns — Match your CSV columns to the expected fields
- Preview — Review parsed data with validation status per row
- Confirm — Submit to create records
Auto-Create References
When importing transactions, references like categories, parties, accounts, locations, and channels are automatically created if they don’t exist. This means you can import a transaction CSV with category names and they’ll be created on the fly.
Discounts are NOT auto-created because they require type and value which can’t be inferred from a name alone.
Exchange Rate
The transaction import accepts an Exchange Rate column. A row whose currency differs from your base currency needs one — write it as you would say it, 4.25, not scaled.
Rows are validated individually. A file with one foreign-currency row missing its rate imports every other row and reports the one it could not take, rather than refusing the whole file. See Multi-Currency.
CSV Export
Export requires a Pro plan — with one exception: a member invited as an accountant has export on any plan, including Free. See Team Members.
Export your data as CSV files:
- Transactions — Export with filters (date range, type, category, etc.)
- Parties — Export your full party list
- Accounts — Export chart of accounts
From any list page with export support, click the Export button.
Related
- Multi-Currency — The Exchange Rate column explained
- Reports & Analytics — The account-coded general ledger export
- Transactions — Transaction data format
- Clients & Suppliers — Party data format
- Categories — Category data format