Import & export
Move data in from a spreadsheet, or take it out for your accountant.
Import
CSV or XLSX. Coffer shows you a preview and asks you to map the columns before anything is written.
Not sure of the format?
Export
Everything, or one period. Your accountant will usually want the general ledger and the trial balance.
History
| When | Type | What | Rows | By | Status |
|---|---|---|---|---|---|
| 23 Sep 2026 14:02 | Export | General ledger, Q3 | 1,284 | Mira Vantage | Complete |
| 18 Sep 2026 09:40 | Import | Bank transactions | 312 | Tomas Aldrich | Complete |
| 12 Sep 2026 16:55 | Import | Customers | 41 | Mira Vantage | 3 rows rejected |
| 01 Sep 2026 08:10 | Export | Everything | 9,860 | Ruth Bellamy | Complete |