There are currently 4 types of data that can be uploaded into Bonsai:
- Paid Invoices
- Time Tracking Entries
This feature is most helpful in two scenarios:
- You're moving to Bonsai from another system.
- You want to track expenses, but your bank doesn't connect with Bonsai.
In all cases, you'll be able to upload a .csv file for each category and see them appear in the relevant area of Bonsai!
When you choose the type of data to upload, you'll be shown a breakdown of the information required in order to upload your document (as well as optional fields).
You'll also see a clickable link to download a .csv template to help guide you through the upload process!
👉 Note: Formatting is everything with .csv uploads. We highly recommend checking the template against your raw data to ensure the process goes as smoothly as possible!