Import your data

You do not start from an empty workspace. Under Settings → Import you bring your existing data in, and nothing is written until you confirm the preview.

From a spreadsheet (CSV)

1. Export your contacts, projects, tasks, time entries or expenses from your current tool as a CSV file.
2. Open Settings → Import and upload the file.
3. Check the columns. The import suggests which column feeds which field; correct anything it got wrong.
4. Review the preview. You see every row as it will land, with possible duplicates marked (Possible duplicate, Same email address).
5. Confirm the import. It runs in the background; you can leave the page.

Running the same file again is safe: rows that were already imported are recognised and skipped.

From MOCO

Choose Import in the MOCO section, connect with your MOCO API key and preview what will be imported: contacts, projects, tasks, time entries and expenses. Apply when the preview looks right. Historical quotes and invoices from MOCO are not imported yet.

From Deals & Projects

Customers coming from Deals & Projects get an administrator-run migration of contacts, people, deals, projects, tasks, time and historical quotes and invoices. Ask us in the discovery call.

Availability

The CSV import and the MOCO import cover contacts, projects, tasks, time and expenses today. Further import steps are being built. The Deals & Projects migration is run with you, not self-service.