Import contacts and projects from CSV, or export your data.
Go to Settings → Company and use the import tool. Upload a CSV file, map columns to Breche fields, preview the data, and confirm. Supported: contacts, leads, estimates, invoices, expenses.
Export your data to CSV from the same settings page. Use exports for accounting software, backup, or analysis in spreadsheets.
Admins can download a full database backup from settings. Store it securely as an additional safety measure.