Import and Export Data

In Zoho Billing, you have the option to import data from your device or the Cloud to speed up the data collation process inside every module. You can also export data from Zoho Billing for your reference or other purposes.

Importing Data

Import Option

You will be directed to another page where the data you wish to import needs to be uploaded.

Insight: Data can be uploaded as a CSV, TSV, or XLS file from your device or the Cloud.

Insight: Character Encoding is used to pair numbers with characters. By default, the Unicode Transformation Format (UTF-8) encoding is used which supports a wide range of characters that go beyond 8 bits.

Upload import file Map fields in import file Finish importing file

The ready to import records will now be listed in your module.

Exporting Data

Export option Export Popup New export template

Note: While XLSX files support inbuilt password protection, CSV and XLS files will be zipped with the password, which you provided. This password must be entered when unzipping the file.

You can then choose the location in your device, where this data should be downloaded.

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