Importing and exporting your data

Springtrack has three ways to bring in existing data — all available from Settings → Import & export (Owner or Admin). Exporting is on the same page — see Exporting your data.

Generic CSV import

Upload a CSV, map its columns to Springtrack's fields (with automatic matching where possible), preview exactly what will be created, skipped as a duplicate, or flagged as an error — then commit. Covers clients, projects, task categories, time entries, expenses, and estimates. Available on every plan, including Free, since it's specifically meant to lower the cost of switching to Springtrack.

Harvest API connector (Pro)

If you're moving from Harvest specifically, connect your account via OAuth to pull in the same data plus structured invoices (Harvest's own CSV export only produces invoice PDFs, so the API is the only way to bring in real invoice data, not just images of it).

Xero connector (Pro)

If you're moving off Xero (or just keeping it around for historical books), connect your Xero organisation via OAuth to pull in clients, client contacts, invoices, and estimates directly. Pick which of those you want — choosing invoices, estimates, or client contacts automatically includes clients too, since each one references a Xero contact. Everything you pick runs as one guided sequence: each data type is pulled, you review a real preview, and you confirm before it's created, before moving on to the next one.

What it doesn't cover:

• No time tracking. Xero's core accounting API has no concept of tracked time — that's a separate paid Xero add-on (Xero Projects), not yet supported.
• No bills. Only sales invoices come across — Xero bills aren't imported by this connector.
• No credit notes, bank transactions, or manual journals.
• Voided invoices are skipped — they were never real revenue, so they aren't imported at all (not even as a write-off).
• No contact phone numbers on client contacts, and no cc/bcc distinction on their invoice emailing — Xero's contact-person record doesn't carry phone numbers, and only tracks a plain yes/no for "include in emails."

What's preserved

• Time and expenses that were already invoiced in Harvest stay marked as invoiced — they can't be accidentally billed again in Springtrack.
• Re-running an import is safe: previously imported rows are recognised and skipped rather than duplicated, and an import batch can be reviewed and rolled back.
• Uploaded files are deleted after import (they contain client data), and any connected account's tokens are stored encrypted.
• Invoice attachments from Xero come across too, attached to the matching imported invoice — if one fails to download, the invoice itself still imports normally, just without that file.

Exporting your data

Export data, at the bottom of Settings → Import & export, downloads a zip of CSVs covering clients, projects, task categories, client contacts, team, time entries, invoices, invoice line items, payments, estimates, estimate line items, expenses, and a summary — plus any uploaded expense receipt files. Every reference is resolved to a readable name (not an internal ID), and money is shown as plain decimals. Only the Owner can export.