BULK IMPORT
Move your whole history in one evening.
Download a template, fill it in, upload it back. Years of clients, products, sales, and expenses land in Cove in minutes — no retyping.
Bulk Import: from a filled template to live records, with a column review step in between.
Three steps to a full migration
No retyping and no migration project — just a template.
- 01
Download the template
Pick what you are importing — clients, products, sales, or expenses — and download the matching CSV or Excel template.
- 02
Fill it in
Copy your data from spreadsheets or your old system into the template. Up to 2,000 rows per file; run it again for longer histories.
- 03
Upload and review
Upload the file, confirm the column mapping, and import. You get a clean report of exactly what came in.
NO AI, NO GUESSWORK
One template. No guesswork.
Every import starts from a ready-made CSV or Excel template with the exact Cove field headers. Columns match fields deterministically — normalized labels, keys, and curated alias sets. A review step lets you re-point or ignore any column before a single row is written.
Ready-made templates
Download a CSV or Excel template with the exact headers Cove expects — including a multi-sheet Excel template for several record types at once.
Deterministic column matching
Columns map to fields by normalized labels, keys, and curated aliases. The same file always imports the same way.
A review step before anything is written
See how every column matched, re-point or ignore it, then confirm. Nothing lands in your workspace until you approve the mapping.
Built-in transforms
Excel serial dates, EU and US date formats, currency symbols, and country names convert automatically into clean values.
- rows per import file
- 2,000
- record types: clients, products, sales, expenses
- 4
- AI cost per import
- 0
Everything the move needs
CSV, TSV, and Excel
Import from CSV, TSV, or multi-sheet Excel templates.
Date transforms
Excel serial dates and EU or US date formats convert automatically.
Currencies and countries
Currency symbols and country names normalize into clean ISO values.
Partial-run reporting
If a plan limit hits mid-file, you see exactly how many rows made it in.
Skipped-rows CSV
Rows that did not make it download as a CSV — fix them and re-import.
On every plan
Bulk Import is included on every plan, with no AI token cost.