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Payments & Accounting

CSV import integration

Bring client, product, finance, and operating data into Workspace369 without rebuilding records by hand, then keep that imported context connected to projects, invoices, and reports.

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clients-export.csv
"Cust Name"Client → Name
"Amt Due"Invoice → Amount due
"Email Address"Client → Email

Review the AI mapping before anything is written

Connected records

Keep client context attached

CSV import workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.

Operational fit

Support the work already moving

Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.

Team visibility

Give every role the same picture

Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.

Works inside

CRM Products Invoices Proposals Expenses

How it works

How CSV import works with Workspace369

  1. 01

    Upload a CSV export

    Start from any CSV export — QuickBooks, FreshBooks, HoneyBook, Bonsai, Zoho, Xero, monday.com, Excel, or Google Sheets all work.

  2. 02

    AI proposes the mapping

    Workspace369 AI reads the column headers and sample rows and proposes how each column maps to workspace fields.

  3. 03

    Review, then import

    You review the proposed mapping and a preview of the records. Nothing is written until you approve it.

Connected data

What moves between the systems

Clients

Client rows become client records, ready for requests, projects, and billing.

Products and services

Product and service rows become the catalog your proposals and invoices draw from.

Invoices

Invoice rows import with their amounts, so billing history survives the move.

Proposals

Proposal rows carry quoted work into the workspace record.

Projects

Project rows become projects the team can pick up on boards and schedules.

Expenses

Expense rows import so cost history stays attached to the business.

Setup

Setting up CSV import

  1. 01

    Export from your current tool

    Download a CSV export from the tool you are leaving — QuickBooks, FreshBooks, HoneyBook, Bonsai, Zoho, Xero, monday.com, Excel, Google Sheets, or anything else that exports CSV.

  2. 02

    Upload and check the AI mapping

    Upload the file, and the AI reads the headers and sample rows to propose a field mapping you can adjust.

  3. 03

    Preview and confirm

    Review the record preview, fix anything that looks off, and confirm. Records are only written after your approval.

Operational fit

The connection is only useful when the team can see the context.

Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.

Connect the system

Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.

Keep context visible

Show the relevant status, event, payment, message, or record where the team already works.

Act from the workspace

Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.

In practice

What teams use CSV import for

Migrating off a legacy tool without losing history

Export clients, invoices, and expenses from the tool you are leaving, and upload the CSV. The AI maps the columns, you approve the preview, and billing and cost history survive the move.

Building the product catalog from a spreadsheet

Import product and service rows from a spreadsheet export instead of retyping the catalog. Proposals and invoices draw from the imported items right away.

Consolidating client lists into one CRM

Bring client rows in from any CSV export, and they become client records ready for requests, projects, and billing. Nothing is written until you review and approve the mapping.

FAQ

Questions about CSV import

What can I import from a CSV?
Clients, products and services, invoices, proposals, projects, and expenses.
Which tools can I migrate from?
Any tool that exports CSV, including QuickBooks, FreshBooks, HoneyBook, Bonsai, Zoho, Xero, monday.com, Excel, and Google Sheets.
Does the import write data automatically?
No. The AI proposes a field mapping and shows a record preview; nothing is written until you review and approve.
What if my columns do not match Workspace369 fields?
That is the normal case. The AI proposes a mapping from your column headers and sample rows, and you can adjust it before anything is imported.

Keep exploring

Related pages

Switching from HoneyBookCompare the platforms before you migrate.Workspace369 vs BonsaiSee what changes when your records move over.Beyond spreadsheetsWhy teams move client data out of spreadsheets.Excel invoice template alternativeMoving off spreadsheet invoicing entirely.Products and servicesThe catalog your imported items land in.

Keep exploring

Related pages

Next step

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