If you've imported incorrect or duplicate data into Bonsai, you can archive or delete records to clean up your account. Companies, time entries, and expenses support bulk actions, while invoices must be deleted individually.
Important considerations
Before archiving or deleting records, review your selection carefully. Deleting records may be permanent and irreversible. Imported data cannot be automatically reverted, so you may need to manually archive or delete records if an import contains errors or duplicates.
How to bulk archive or delete imported data
You can bulk archive or delete records from the Companies, Time Tracked, and Expenses sections of Bonsai.
Steps to bulk archive or delete records
Navigate to the relevant page in your Bonsai account: Companies, Time Tracked, or Expenses.
Click the three-dot menu (⋯) in the top-right corner of the page.
Select Select Multiple.
Choose the records you want to archive or delete.
Select Archive or Delete, depending on the available action.
Review your selection and confirm the action if prompted.
Repeat these steps for each section where you need to clean up imported records.
How to delete imported invoices
Invoices do not support bulk archiving or bulk deletion. If you've imported incorrect or duplicate invoices, you'll need to delete each invoice individually.
Navigate to the Invoices section of your Bonsai account.
Click the three dots (...) next to the invoice you'd like to delete
Select 'Delete'.
Confirm the deletion if prompted.
Repeat for each invoice you need to remove.
Important: Invoice deletion may be permanent and irreversible. Verify that you've selected the correct invoice before confirming.
Tips for avoiding import errors
To minimize the need to archive or delete imported data:
Download the appropriate CSV template before preparing your file.
Validate your data and column structure before uploading.
Review the import preview carefully before clicking Import Data.
Check for duplicate records before completing the import.
For more information, see our guide to Importing Data into Bonsai.