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What this page is for

Import and Export is used for supported data transfers. It helps with migrations, bulk updates, and keeping a separate copy of operational data. The available actions and data types are shown on the page. Review the selected data carefully before starting an import, and keep an export somewhere secure because it may contain customer or billing information.

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Export options

  • Export Customers: Downloads customer records as CSV, including identity, account type, contact, address, and created or updated dates.
  • Export Invoices: Downloads invoice number, customer, totals, tax, credit, status, estimate flag, due date, and timestamps as CSV.
  • Export Database: Downloads a complete SQL database export, including tables, structure, and data. Store it securely and expect large accounts to take longer.

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Import options

  • Download the example CSV: Provides the column layout expected by the customer or invoice importer.
  • CSV File: The file selected for upload.
  • Import Customers: Reads customer records from the uploaded CSV.
  • Import Invoices: Reads invoice records from the uploaded CSV.
  • Billing system: Selects the source platform for a supported SQL migration.
  • Export File: The SQL file exported from that billing system.
  • Import from Billing System: Imports the supported customer and invoice data from the selected system.
Use the example files as templates. Back up the account before a bulk import and check the results in Customers and Invoices afterwards.