Import your existing data

Bring customers, products, and more in from spreadsheets or apps.

Open Data Import

Go to Data Import and choose what you want to bring in — products, customers, sales, or expenses. Download the template if you need the right format.

Upload and map

Upload your CSV, map your columns to the right fields, and check the preview for any rows that need fixing.

Finalize

Finalize the import to bring the valid rows into your account.