• Export – Export your Clients, Staff, Estimates, Invoices

  Invoicera provides you with a feature to export all your data, in an excel format. You can export following data from your Invoicera accounts. Clients Staff Invoices Estimates Products and Services Expenses Here is how you can do this using Invoicera : Step 1 : Login to your Invoicera Account. Step2 : Go to Settings>> General Preferences >> **BaSome readers

• [Precautions] Import Client and Expense CSV

  Preventive measures for the Import of CSVs. There might be a couple of reasons that you might not be able to upload CSV; but it usually has something to do with the formatting and data being imported. For a Client List Import: You need to make sure that you are following the below format for importing your Clients. Make sure that all the above mandatory fieldsSome readers

• Export – Export your Clients, Staff, Estimates, Invoices(New Design)

  Export Data Backup Log in to the application using valid credentials. Navigate to the Settings module under the Administration section. Click Backup under the Developer & Data section. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/Few readers