Import & Export

Import data into BeanRails from external sources, or export your data for use in spreadsheets and other tools.

Accessing Import & Export

Go to Logs → Imports or Logs → Exports.

Importing Data

Importing lets you bulk-load records (such as contacts or products) from a CSV file.

How to Import

  1. Go to Logs → Imports
  2. Click + New Import
  3. Select the data type to import (e.g. Contacts)
  4. Download the CSV template to see the required column format
  5. Fill in the template with your data
  6. Upload the file and click Import
  7. BeanRails processes the file — check the import log for success/error counts

Import Rules

  • Required columns must not be empty
  • Duplicate detection is based on unique identifiers (e.g. email for contacts)
  • Rows with errors are skipped; successfully imported rows are created immediately

Exporting Data

Exporting downloads your BeanRails data as a CSV file.

How to Export

  1. Go to Logs → Exports
  2. Click + New Export
  3. Select the data type to export (e.g. Invoices, Contacts)
  4. Apply any filters (date range, status, etc.)
  5. Click Export — the file will be prepared and available to download

Export Uses

  • Back up your data
  • Analyse records in Excel or Google Sheets
  • Share data with your accountant

Import & Export Logs

All import and export operations are logged. Click on any log entry to see the details, including how many records were processed, created, or failed.

:::tip
Always use the provided CSV template for imports — custom column names or formats may cause errors.
:::