MyCompanyDesk can import customers, invoices, and expenses from a CSV file. Other data types cannot be imported.

The import page lives at /profile/import. There is no menu entry for it, so open it via the button above or by entering the address directly. Then:

1. Choose the data type: customers, invoices, or expenses
2. Upload your CSV file
3. Match the columns of your file to the right fields and confirm the preview

There is no template CSV to download; the import works with the columns of your own file and lets you map them during the upload.

Tip: Start with a small test import to verify the mapping before importing large datasets.