Bonsai allows you to import external data using .csv files. This helps you quickly migrate or add client and financial records into your account without manual entry.
You can import the following data types:
Companies
Contacts
Projects
Tasks
Time Entries
Deals
Task Templates
Invoices
Each data type requires a properly formatted .csv file to ensure successful upload.
Where to import data
Steps to Access Import Tool
Log into your Bonsai account.
Click your profile icon (top-left corner).
Go to Company Settings
Select Data
Open the Import Data section.
You will see options to upload different data types via .csv files.
How to import your data using a .csv file
Import Steps
Go to Import Data in Settings.
Select the type of data you want to upload.
Download the provided CSV template (recommended).
Prepare your file using the template format.
Click “Include a file attachment”.
Upload your
.csvfile.Map your columns using the dropdown selectors.
Review the data preview.
Click “Import Data” to complete the process.
To ensure a successful import:
Match your CSV format to the provided template exactly.
Validate column structure before uploading.
Review preview before confirming import.
Incorrect formatting may result in missing or misaligned data.
What happens after upload
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.
You can verify correctness before final import.
Best Practice
Always confirm:
Column alignment
Field matching
Data formatting consistency
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.