You don't need to type everything in again. Import from a CSV or Excel (.xlsx) file, or for clients, from a Tally Masters export.
Go to Settings → Import data.
Import in this order
- Clients first.
- Projects: each one is linked to a client by the client's name.
- Tasks: each one is linked to a project by the project's name.
- Unpaid invoices: each one is linked to a client by name.
How it works
- Choose what to import and upload your file. Not sure how to lay it out? Click Template to download a file with the right headings and an example row.
- Match columns. For each field, choose the column in your file that holds it. We match the ones we recognise, such as "Customer Name", "GSTIN/UIN" or "Pincode". Fields marked * are needed.
- Check. We check every row and show what will be added, what will be skipped and which rows have problems. Nothing is saved yet.
- Import. Rows with problems are left out. Download the problem list, fix those rows in your file, and import the file again. Rows already imported are skipped, so nothing is added twice.
What gets skipped
- A client with the same GSTIN, UEN or name as one you already have.
- A project with the same name for the same client.
- An invoice with a number you already have, or one that's fully paid.
- A row that repeats an earlier row in the same file.
Dates and amounts
- Dates are read day first: 15/09/2026, 15-09-2026, 15 Sep 2026 or 2026-09-15.
- Amounts can include commas and symbols, such as ₹ 1,18,000.00 or S$1,350.
From Tally (clients)
In Tally: Gateway of Tally → Display More Reports → List of Accounts, press Alt+E (Export), choose XML and export. Upload that file. Only ledgers under Sundry Debtors become clients, with their GSTIN, state, address and credit days.
From Asana, Trello or ClickUp (tasks)
Export your project as CSV from the tool, then import it as Tasks. The column or section name is matched to your board's columns (for example "Done"). Assignees are matched by email address.
Unpaid invoices (opening balances)
Import invoices issued before MSMEPulse that are still unpaid, so you can collect them here. Give the total and what's still to be paid. They keep their original numbers. They aren't sent to Tally or your accounting connection again, and they aren't counted in GST reports, because they're already in your books.
If an invoice number looks like one MSMEPulse will give your new invoices (such as INV/26-27/0001), add something in front, such as OLD-, so the two never clash.
Undo
Made a mistake? Each import can be undone for 7 days from Settings → Import data → Past imports, as long as nothing has been added to the records since (for example, a project now has time logged on it). After that, remove records one by one.
Limits
Up to 5,000 rows and 5 MB per file. Split bigger files into parts. Older .xls files aren't supported: open them in Excel and save as .xlsx.