Import and export data

Export

1. Go to Settings → Import/Export.
2. Choose the data type and period.
3. Download as Excel (.xlsx) or CSV.

Available exports: customers, invoices, quotes, products, expenses, time entries.

Import

1. Go to Settings → Import/Export → Import.
2. Download the template file for the data type you want to import.
3. Fill in the template (e.g. from your old invoicing tool).
4. Upload the file and review the preview.
5. Confirm the import.

Tips for a clean import

• Remove duplicate customers before importing.
• Use UTF-8 encoding for CSV with special characters.
• Import customers first, then products, then invoices.

Switching from another tool

Switching from Moneybird, e-Boekhouden, or Excel? Export your customer list and outstanding invoices there, and import them into Declair. Contact [email protected] if you need help with a large migration.