Import & Export

Overview

Dubbl supports importing data from QuickBooks, Xero, FreshBooks, Wave, and any custom CSV format. You can also export all your Dubbl data as CSV files.

Supported entity types

Exporting from your current tool

QuickBooks

1. Go to Reports > Account List and click Export to Excel/CSV
2. For contacts: Sales > Customers or Expenses > Vendors, then Export
3. For transactions: Reports > Transaction List by Date, filter as needed, then Export

Xero

1. Go to Accounting > Chart of Accounts and click Export
2. For contacts: Contacts > All Contacts > Export
3. For transactions: Accounting > Bank Accounts > [Account] > Export

FreshBooks

1. Navigate to Accounting > Chart of Accounts > Export
2. For clients: Clients > Export Clients
3. For invoices: Invoices > Export

Wave

1. Go to Accounting > Chart of Accounts and use the export option
2. For customers/vendors: Sales > Customers or Purchases > Vendors
3. For transactions: Accounting > Transactions > Export

Import guide

Recommended import order

Import entities in this order to resolve dependencies correctly:

1. Chart of Accounts - no dependencies
2. Contacts - no dependencies
3. Products / Inventory - depends on accounts
4. Invoices - depends on contacts, accounts, products
5. Bills - depends on contacts, accounts, products
6. Journal Entries - depends on accounts
7. Bank Transactions - depends on bank accounts

Step-by-step

1. Navigate to Settings > Import & Export
2. Select your source system (QuickBooks, Xero, FreshBooks, Wave, or Custom)
3. Click on the entity type you want to import
4. Upload your CSV file
5. The wizard will auto-map columns based on your selected source
6. Review and adjust any column mappings
7. Preview the data and check for validation errors
8. Click Import to process the data

Column mapping reference

When you select a source system, Dubbl automatically maps column headers from that system to the correct fields. For example:

Accounts

Contacts

Export guide

1. Navigate to Settings > Import & Export
2. Scroll to the Export section
3. Select the entities you want to export using the checkboxes
4. Optionally set a date range for transactional data (invoices, bills, entries, bank transactions)
5. Click Export Selected for individual CSVs or Export All for a ZIP containing all entities

Export format

• Monetary amounts are exported as decimal strings (e.g. 125.50 not 12550)
• Foreign keys are resolved to human-readable names (contact IDs become contact names, account IDs become account codes)
• Dates are in YYYY-MM-DD format
• Boolean fields use true/false

MCP tools

The following MCP tools are available for programmatic import/export:

• get_import_template - Get expected columns and aliases for a source/entity combo
• import_csv_data - Import CSV data directly (accounts, contacts, products)
• export_csv_data - Export data as CSV text
• list_import_jobs - List past import jobs

Troubleshooting

Date formats

Dubbl accepts dates in YYYY-MM-DD, MM/DD/YYYY, and DD-MMM-YYYY formats. If your dates aren't being recognized, ensure they match one of these patterns.

Money precision

All amounts are stored as integer cents internally. When importing, provide decimal values (e.g. 125.50). When exporting, you'll receive decimal strings.

Missing references

If an import fails with "Contact not found" or "Account not found", ensure the referenced contacts or accounts have been imported first. Follow the recommended import order above.

Duplicate records

The import process does not check for duplicates. If you run an import twice, you may get duplicate records. Use the import history table to track what has been imported.

Account type mapping

Account types from other systems are automatically mapped to Dubbl types (asset, liability, equity, revenue, expense). For example, QuickBooks "Bank" and "Other Current Asset" both map to "asset".