Export your records from Bonsai

Steps

1
In Bonsai, open the list you want: Clients, Projects, Invoices, or Time Tracking.
2
Use “Export” (CSV) at the top of the list. Export one list at a time.
3
In Qufy, open Settings, then “Import”. Choose what the file holds and pick the tool under “Exported from”.
4
Press “Choose a CSV file” and pick the file, then check the columns and press “Preview”.

Good to know

When a list has no export button on your plan, ask Bonsai’s support for a CSV export of your data.
Import clients first, then projects, then invoices and time, so each row finds its client and project.