MyCompanyDesk can import customers, invoices, and expenses from a CSV file. Other data types cannot be imported.
The import page lives at /profile/import. There is no menu entry for it, so open it via the button above or by entering the address directly. Then:
- Choose the data type: customers, invoices, or expenses
- Upload your CSV file
- Match the columns of your file to the right fields and confirm the preview
There is no template CSV to download; the import works with the columns of your own file and lets you map them during the upload.
For expenses, CSV files written in Dutch formats are parsed the way a Dutch bookkeeper writes them. Amount cells such as 100,50 or 1.234,56 are recognized, and dates in dd-mm-yyyy order are read as day-month-year. This matches the number fields in the web app, so what you type and what you import use the same rules.
If a VAT amount column is present, MyCompanyDesk also derives the VAT rate from it. If both VAT amount and VAT rate are missing, the VAT rate is set to 0 instead of defaulting to the standard rate, so the expense appears in the pre-filing "Missing VAT" check.
When you explicitly set a VAT amount of 0 in the import, MyCompanyDesk keeps that value instead of overwriting it with the category default. This lets you import expenses that are genuinely VAT-free without them silently getting a standard rate.
Tip: Start with a small test import to verify the mapping before importing large datasets.