Import & Export Deep Dive
Bulk data import and export capabilities.
Export Formats
| Format | Use Case |
|---|---|
| CSV | Spreadsheet analysis |
| XLSX | Excel with formatting |
| JSON | API/programmatic use |
| Reports and invoices |
Exporting Data
From UI
- Navigate to any list view (Employees, Tasks, Invoices)
- Apply filters as needed
- Click Export → select format
- Download file
Via API
GET /api/employee/export
Authorization: Bearer {token}
Accept: text/csv
Importing Data
Supported Entities
| Entity | Import | Export |
|---|---|---|
| Employees | ✅ | ✅ |
| Tasks | ✅ | ✅ |
| Invoices | ❌ | ✅ |
| Contacts | ✅ | ✅ |
| Time Logs | ✅ | ✅ |
| Expenses | ✅ | ✅ |
| Products | ✅ | ✅ |
Import Process
- Download template CSV
- Fill in data following the template format
- Go to Settings → Import/Export
- Upload CSV file
- Map columns to fields
- Preview and confirm
- Import executes
Validation
During import, each row is validated:
- Required fields present
- Data types correct
- Foreign keys resolve (project, org)
- Duplicates detected
Bulk Operations
POST /api/employee/import
Content-Type: multipart/form-data
# Upload CSV/XLSX with employee data
Related Pages
- Import/Export — overview
- Data Export Formats — format details
- Bulk Operations — bulk actions