Move your data in or out
- Go to Settings, then Data.
- Open Import. Simple Import uses a Track and Invoice template. Field Mapper maps columns from another CSV.
- Under Simple Import, choose Data Type. You can import Clients, Projects, Tasks, Time Entries, and Products & Services Catalog. Projects need clients already in the app. Tasks need clients and projects. Time entries need clients, projects, and tasks.
- Click Download Template if you want the expected columns, choose your file, then click the Import button for that type.
- Open Export to download a copy. Choose CSV (spreadsheet compatible) or JSON (full data backup).
- Under Select Data to Export, check the rows you want. They are Time Entries, Clients, Projects, Tasks, Invoices, Items, and Team Members. Team Members is marked Admin. Click Export Selected.
- An Admin can also click Export Receipts to download a ZIP of receipt files.
- On Reports, Export CSV downloads the report you are viewing. See what each report shows.
If you want to switch to a different service later, use Export and take the CSV or JSON files with you.
Common questions
Not from Import Data. That list is clients, projects, tasks, time entries, and the products catalog. You can still export invoices.
No. The note under the export list says exported data includes archived and inactive records, with a status so you can tell them apart.
Open that report and click Export CSV. The Data export is the fuller download of your records.
Related guides
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