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How to import and export the data as a CSV file?

Moon Team
  • Updated
You can export or import CSV file for Tasks, Products, Timelogs, Customers, and Vendors through the application.
  • You can import a CSV file from the settings tab of the application. Just click on settings -> Select Import CSV -> Select the option that you wish to import from the drop-down menu -> Import -> You will be able to view the preview of the details -> Click on Import and your data will be imported successfully from the CSV file.
  • Similarly, you can export a CSV file from the settings tab of the application -> Select Export CSV -> Select the option that you wish to import from the drop-down menu -> Export -> Select the destination folder for the CSV file -> Save and your data will be exported as a CSV file.

Please note that this option is currently available on the macOS and iOS platform application only. It will be available for other platforms in a future update of the application.

- Moon Invoice

Comments

2 comments

Date Votes
  • Mark Bryant

    This does not work for me at all. I export the customers from my one company and when I import to another company it is blank and I can't preview because all the fields are blank. The exported CSV file seems fine. I asked support about this but received no reply. Disappointed with lack of  support or solution

    0
  • Jo Ann Rice

    This still doesn’t work at all.  I am on Mac High Sierra and nothing at all happens if you click any of the Import CSV options at all.

    0

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