Before you start

A CSV or TSV file of up to 2 MB and 5,000 rows, with a header row. You can also copy the rows from a spreadsheet and paste them.

Steps

1
Open Settings, then “Import”. The same import is in the last setup question and in the empty Clients and Projects pages (“Or import them from a spreadsheet”).
2
Choose what you are importing: clients, projects, past invoices, or time entries. Qufy also guesses it from the column names.
3
Press “Choose a CSV file”, or paste a table and press “Read the table”.
4
Check which column fills each field. Columns are matched by their names in English and Arabic; “Suggest with AI” asks the assistant instead. Change any of them.
5
Check the date and number formats Qufy detected, such as dd/mm/yyyy or 1.234,50, and press “Preview”.
6
Read the summary and the problems. For each row that matches something already in Qufy, choose “Use existing” or “Create anyway”.
7
Press the import button, which shows the number of new rows, for example “Import 38”.

Rows with problems, such as a missing name, an email that is not valid, an unknown currency, or a date that cannot be read, are skipped. The rest are imported.
Past invoices are kept for your records with their own numbers. They never take a Qufy invoice number, have no link, and cannot be sent. Unpaid ones count as owed, and appear in Needs you once they are due.
Time entries not marked as billed count as unbilled time, except on fixed-price and monthly retainer projects. A missing project or client is created.
“Undo this import” works for 7 days, from the last step or from “Recent imports” in Settings, under Import. It removes every row from that import, except rows you have used since in a document or invoice; Qufy lists those and says why.
Sample files in English and Arabic for each kind are under the file picker.

“The file is larger than 2 MB. Split it and import each part.”: Split the rows into two files, each with the header row, and import them one after the other.

Last updated 6 Oct 2026

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