Import from Joist

1 Export from Joist

1. In Joist, export each list as CSV: Items and Clients with ⋮ → Export; Estimates and Invoices with Export and each month.

2 Upload here

1. Open Settings → Import from Joist.
2. Upload Items.csv, Clients.csv and the monthly estimate and invoice files (select many at once).
3. Estimates that became an invoice are found and marked Invoiced; paid invoices come in as Paid.

You can upload the same file again — what was already imported is updated or skipped, never duplicated.

3 Line items

1. Download the PDF of each estimate or invoice in Joist and upload them here (many at once).
2. Items, descriptions, quantities, prices, sections, deposit and payment schedule come in.

Joist's CSV has only totals.