Import & Export Data

Whether you're moving into Heyweek from another tool or pulling data out for accounting and reporting, getting information in and out cleanly matters. This guide covers importing clients and projects, exporting reports and invoices, and using spreadsheets and the CLI for bulk operations that would be painful to do by hand.

Import clients and projects

Starting in Heyweek doesn't mean re-entering everything you already have.

1. Prepare your existing data — clients, projects, and their key details — in a structured form.
2. Bring it into Heyweek, mapping each column to the right field so names, contacts, and billing details land in the correct place.
3. Review the imported records and fix any rows that didn't map cleanly before you start working from them.

A careful import up front saves a lot of cleanup later, so it's worth checking a few records by hand.

Export reports and invoices

Your data should never feel trapped — pull it out whenever accounting, clients, or your own records need it.

• Export reports so time, project, and financial summaries can be shared or filed outside Heyweek.
• Export invoices for your records, your accountant, or to attach alongside other paperwork.
• Choose the date range and scope before exporting so you get exactly the slice you need.

Regular exports double as a simple backup of the numbers that matter most.

Bulk operations with spreadsheets

For reviewing or reshaping a lot of records at once, a spreadsheet view is hard to beat.

1. Use the spreadsheet to see many records together in rows and columns.
2. Make bulk edits where it's faster than opening items one at a time.
3. Use it as a staging ground to organize data before importing or after exporting.

Spreadsheets are ideal when you want to eyeball everything at once and catch inconsistencies.

Bulk operations with the CLI

When the job is large or repeatable, the command line moves data faster than any amount of clicking.

• Run commands to export or update many records in a single pass.
• Script multi-step moves so an import-transform-export sequence happens consistently every time.
• Schedule routine exports so a fresh copy of your data lands wherever you need it, automatically.

Tips

• Always keep your original source file until you've confirmed an import looks right.
• Export before any big change, so you have a known-good copy to fall back on.

Next steps

• Spreadsheet — view and bulk-edit records in rows and columns.
• Reports — the summaries you'll most often export.
• CLI Overview — get started with command-line bulk operations.
• Integrations — for ongoing syncs instead of one-time moves.