> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Import & Export

> 9 FieldPulse help articles on Data Import & Export, including How to Export Customers and How to Export Estimates and Invoices.

<CardGroup cols={2}>
  <Card title="How to Export Customers" href="/settings/data/exporting-customers">
    Download your full FieldPulse customer list as a CSV; the export runs in the background and arrives by email at your registered address.
  </Card>

  <Card title="How to Export Estimates and Invoices" href="/settings/data/exporting-estimates-invoices">
    Export a spreadsheet of your estimate or invoice records — number, status, customer, amounts, and dates — emailed to your FieldPulse account address.
  </Card>

  <Card title="How to Import Customers" href="/settings/data/importing-customers">
    Move an existing customer base into FieldPulse in bulk with the Mass Customer Import template, or add customers straight from your phone's contacts.
  </Card>

  <Card title="How to Import Data into FieldPulse" href="/settings/data/importing-data">
    Move customers, jobs, items, and invoices into FieldPulse with a free import template, a connected accounting sync, or a paid Data Migration.
  </Card>

  <Card title="How to Import Your Item List" href="/settings/data/importing-item-list">
    Bulk-load your products and services into FieldPulse with the Mass Item Import template, then verify and upload them for use on estimates and invoices.
  </Card>

  <Card title="How to Import Jobs" href="/settings/data/importing-jobs">
    Move your existing jobs into FieldPulse in bulk with the Mass Job Import template, verify the file for errors, then re-upload it to finish.
  </Card>

  <Card title="How to Import Serialized Inventory" href="/settings/data/importing-serialized-inventory">
    Bulk-load serialized items into FieldPulse with the Mass Serialized Item Import template, then verify and upload them for use on estimates and invoices.
  </Card>

  <Card title="How to Use Mass Import for Custom Fields" href="/settings/data/mass-import-custom-fields">
    Edit the custom fields on customers, jobs, invoices, and assets in bulk by downloading the FieldPulse template, updating it, and uploading it back.
  </Card>

  <Card title="How to Self-Import Data With Google Sheets" href="/settings/data/self-import-google-sheets">
    Use Google Sheets instead of Excel to fill in the FieldPulse import template for customers, line items, and custom fields, then upload the finished file.
  </Card>
</CardGroup>
