Data Import

Logged in successfully.

Seed or update this workspace from a CSV file

Download a sample CSV with the expected columns and a few demo rows for Settings.

Columns


              default_margin_percent*


              currency*


              budget_tolerance_over


              budget_tolerance_under


              tax_rate


              vat_rate


              default_show_time_entries_on_invoice


              default_show_expenses_on_invoice


              company_name


              company_registration_number


              vat_number


              business_address


              banking_details


              payment_terms


              payment_terms_custom


              invoice_notes

* required column

CSV file

Import mode

Update — add new records, refresh existing ones matched by name

Overwrite — delete all existing settings data first, then import

Rollback threshold

% errors allowed before rollback

Set to 0 to make the import all-or-nothing. Preview ignores this and never saves changes.

Date	File	Mode	By	Rows	Status
26 Jul 2026 19:28	settings_sample.csv	update	demo-bootstrap	1/1	Success