Bring your data with you
Your history doesn't have to start at zero.
If your business runs on spreadsheets today, you don't have to leave that data behind. Settle imports clients, vendors, invoices, and past transactions from CSV. Map the columns once, save the template, reuse it next time.
What you can import
Four kinds of data. One way to bring them in.
Clients
Your client list, ready to invoice.
Comes from
Spreadsheet, CRM export, phone contacts.
Vendors
The companies you pay, all in one place.
Westwood Lumber
Check
Patel Electric
ACH
Tile Source Inc
Wire
MailerOps
Card · Monthly
Comes from
Vendor spreadsheet, QuickBooks export.
Invoices
Past invoices, so day one isn't day one.
INV-1042
Acme Studios
$2,750
Paid
INV-1051
Maple Tutoring
$2,200
Paid
INV-1052
Riverside Co
$1,400
Sent
INV-1019
GreenLeaf
$185
Overdue
Comes from
Invoice tracker, accounting export.
Transactions
Past payments across every platform.
Stripe
Apr 28
+$2,750
PayPal
Apr 24
+$420
Etsy
Apr 21
+$1,180
Bank · ACH
Apr 14
+$3,100
Comes from
Stripe, PayPal, Etsy, Amazon, bank statement.
How it works
Drop the file. Map the columns. Done.
- 1
Export your spreadsheet
From Google Sheets, Excel, or whatever tool holds your data today, export to CSV. If your data lives in QuickBooks, Xero, Wave, or HoneyBook, those tools all export to CSV too.
- 2
Drop it into Settle
Upload the file. Settle reads the headers and shows a preview of the first few rows so you can confirm the data looks right.
- 3
Map your columns to Settle fields
Tell Settle which column is the amount, which is the date, which is the client name. The column names you used don't have to match ours.
- 4
Save the mapping for next time
Once you've mapped a file shape, save it as a template. The next time you import from the same source, the mapping is already done — you just drop the file.
- 5
Review and import
Settle shows you what will be created and flags any duplicates or rows that need a closer look. Confirm, and the data lands in your account.
Common starting points
Where your data lives today.
A Google Sheet
Open the sheet. File → Download → CSV. Drop it into Settle. Same flow for Excel files.
QuickBooks or Xero
Both export your customers, vendors, and invoice history to CSV. Settle imports those exports.
Wave, HoneyBook, FreshBooks
Each has a CSV export for the data you care about. Bring your existing records with you.
Etsy, Amazon, Shopify
Each platform's standard sales or payout report is a CSV. Drop in, map the columns, every row becomes a transaction.
Bank statement
Your bank's CSV download works too. Useful when you need to backfill payments that didn't come through a billing tool.
Phone contacts
If your clients live in your phone, export contacts as a CSV from Google Contacts or iCloud. Bring them into Settle and they're ready for invoicing.
Your file looks different?
Send it to us and we'll figure it out.
The four import types above cover most of what people bring with them. If your data looks different — a custom export from a tool we haven't seen, a unique column layout, anything that doesn't map cleanly — email it to us and we'll help you get it in. The point is your history shouldn't start at zero.