Business owners can easily import the task CSV files to Moon Invoice by clicking Import CSV Data under ‘Settings.’
- Open Import CSV Data and click on ‘tasks.’
- Select the location from where the task files need to be imported.
- Choose the CSV files that you wish to import
- Click on next
- After clicking next, you will find a pop-up screen that will ask you to fill in the task name, quantity, rate, unit type, and other elements from the scroll-down menu.
- You can click on the preview to view the imported tasks.
- Click on the ‘Import’ button to import the task CSV file successfully.
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