You can export your account data from Bonsai at any time as a CSV (.csv) file. This allows you to download and review your data in external tools such as spreadsheets or reporting software.
Exporting data is useful for backups, reporting, analysis, or sharing information outside of Bonsai.
You can export the following types of data from your Bonsai account:
Invoices
Projects
Expenses
Clients
Time Tracked
Each dataset is exported separately as its own CSV file.
How to export data
Click your profile icon in the top-left corner of the screen.
Select 'Company Settings'.
Navigate to 'Data'
Locate the Download Data CSV section.
Choose the type of data you want to export (e.g., invoices or projects).
Click the download option.
Your file will be generated and downloaded as a .csv file.
Important Notes
Each export contains only one data type at a time (e.g., invoices or clients).
Exports are generated in CSV format, which is widely supported.
You must be logged into your Bonsai account to access export options.