Import Data

Import clients, transactions, and history from another platform.

Steps

1. Go to Settings > Integrations (/dashboard/settings/integrations).
2. Select your import source: QuickBooks Online, Xero, FreshBooks, Wave, or CSV.
3. For QuickBooks Online: use the QBO preview/mapping UI to review and map your data.
4. For CSV: download the template, fill in your data, and upload.
5. Map fields from your source to Clearmargin fields.
6. Preview the import — review clients, transactions, and items to be imported.
7. Click "Import" to run the import. Progress is tracked in Import Logs.
8. After import, review imported data in the relevant sections (Clients, Expenses, etc.).