Important: CSV imports cannot be automatically undone. Always review the import preview before confirming. Incorrectly imported records can be archived or deleted where supported.
Imported companies can only be archived, not deleted.
Import data into Bonsai using CSV files to quickly add or migrate records without entering them manually.
You can import the following data types:
Companies
Paid Invoices
Time Entries
Expenses
Each data type requires a properly formatted .csv file to ensure successful upload.
How to import your data using a .csv file
Go to Company Settings > Data > Import Data.
Select the data type and download its CSV template.
Add your data using the template's format and save it as a
.csvfile.Upload your file and map each CSV column to the corresponding Bonsai field.
Review the preview carefully before clicking Import Data.
After uploading your CSV file:
You will see dropdown menus to map your file columns.
A preview will display how your data will appear in Bonsai.
When importing Companies
Please note: Once imported, incorrect data records can only be archived, not deleted.
Your CSV should be structured like the example below, with the corresponding company information included in each column:
When importing Paid Invoices
Invoices do not support bulk archiving or bulk deletion. If you need to remove incorrectly imported or duplicate invoices, you must delete each invoice individually.
Your CSV should be structured like the example below, with the corresponding company information included in each column:
When importing Time Entries
Your CSV should be structured like the example below, with the corresponding information included in each column:
When importing Expenses
Your CSV should be structured like the example below, with the corresponding information included in each column:
Bulk archiving or deleting records
If you import incorrect or duplicate data, you may need to archive or delete the affected records manually. For Companies, Time Entries, and Expenses, you can use the bulk actions available in each section of Bonsai.
Steps to bulk archive or delete records
Navigate to the relevant page in Bonsai: 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.
Important: Deleting records may be permanent and irreversible. Double-check your selection before confirming.
Note about invoices
Invoices do not support bulk archiving or bulk deletion. If you need to remove incorrectly imported or duplicate invoices, you must delete each invoice individually.
Exporting data from Bonsai
In addition to importing data, Bonsai allows you to export your data from the same Import/Export settings page.
Use cases for export
Backing up records
Transferring data to another system
Reporting and analysis
How to access export
On the same page, scroll down to the "Download Data (CSV)" section, then select the dataset you'd like to export:
For instructions on how to to export data from Bonsai, check out our article here.