With Bonsai, you can easily upload various types of information using a .csv file.
There are currently four types of data that can be uploaded into Bonsai. All of these uploads can be managed directly through your Integrations & Data page within your settings.
Client data
Paid invoices
Time tracking entries
Expenses
How to import your data using a .csv file
Navigate to the 'Import Data' section of the Integrations & Data page within your settings.
Select the type of data you would like to import: clients, paid invoices, time entries and expenses. Each category includes a template on how the information is best formatted within your .csv file.
Note: Proper formatting on your .csv file ensures that uploads go smoothly. We highly recommend reviewing the template against your raw data before completing an upload.
Click on 'Include a file attachment' to upload your .csv file.
Use the dropdown lists on the next page to ensure that your data structure reflects accurately. A preview will appear with a sample of how the data will reflect in each category.
Click on 'Import data' to complete the process.
Additional details on importing data
Our importing feature is especially useful if you're looking to bulk import data from another system, or if 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 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!
Exporting data from Bonsai
Data from Bonsai can also be exported on the same Integrations & Data settings page. For instructions on how to to export data from Bonsai, check out our article on How can I export or download my invoice, client, or project data?
If you require further assistance with importing data to the Bonsai platform, please reach out to the Bonsai Support team at support@hellobonsai.com