Import Data

Download a CSV template, fill it in, then upload to bulk-import records.

Import Expenses

Bulk import expenses from a bank statement export or spreadsheet. Download the template to see the required columns and example data.

Drop a CSV here or click to browse

Must match the template format

Import Time Entries

Import historical time entries from a spreadsheet. Client is matched by name — make sure it matches exactly how you've entered it in the Clients section.

Drop a CSV here or click to browse

Must match the template format