Last updated: January 6, 2026

Import & Export Data

FoundersBoxx supports importing data to get started quickly and exporting data for reporting or compliance.

Importing Data

Contacts (CSV Import)

Import contacts and leads from a spreadsheet:

  1. Go to GTM → Contacts
  2. Click Import
  3. Upload a CSV file
  4. Preview the data and map columns
  5. Confirm the import

Required columns:

  • Name or First Name + Last Name
  • Email

Optional columns:

  • Company
  • Title
  • Phone
  • Stage
  • Source
  • Notes

Tips:

  • Download the sample template to see the expected format
  • Clean your data before importing — remove duplicates and fix formatting
  • Map columns in the preview step if headers don’t match exactly
  • Existing contacts (matched by email) will be updated, not duplicated

Financial Data (Accounting Import)

Import actuals from your accounting software:

  1. Go to Financials → Actuals
  2. Click Connect Accounting or Import
  3. For connected accounts, click Sync Now to pull latest data
  4. For manual import, upload your data

Connected Integrations:

  • Xero — Automatic sync of P&L, balance sheet, invoices
  • QuickBooks Online — Automatic sync of income, expenses, customers

See Accounting Integrations for connection setup.

Manual Import: If you don’t use Xero or QuickBooks, you can manually enter actuals or upload data through the manual import option.

Forecasts from Actuals

Seed your forecasts using historical actuals:

  1. Go to Financials → Expense Forecasts
  2. Click Import from Actuals
  3. Review the account categories detected
  4. Select which accounts to include
  5. Confirm the import

This creates forecast entries based on your historical spending patterns.

Exporting Data

Evaluation Analytics (CSV/Excel)

Export performance evaluation data for external analysis:

  1. Go to Team Admin → Evaluation Analytics
  2. Set your date range and filters
  3. Click Export
  4. Choose format (CSV or Excel)
  5. Download the file

Exported fields:

  • Employee name
  • Evaluator name
  • Template used
  • Evaluation type and assessment type
  • Scores and ratings
  • Completion dates

Personal Data Export (GDPR)

Request a copy of your personal data:

  1. Go to Profile → Privacy & Data
  2. Click Request Data Export
  3. Wait for processing (you’ll receive an email)
  4. Download the export file

The export includes:

  • Your profile information
  • Account membership details
  • Activity history
  • Any content you’ve created

This feature supports GDPR data portability requirements.

Investor Updates (PDF)

Export investor updates as PDFs:

  1. Go to Investors → Updates
  2. Open an update
  3. Click Download PDF

PDFs include all sections: financial summary, metrics, highlights, and asks.

Cap Table Export

Export your cap table for external use:

  1. Go to Investors → Cap Table
  2. Click Export
  3. Choose format

Exports include shareholder details, share counts, ownership percentages, and valuation data.

Data Formats

CSV Requirements

When preparing CSV files for import:

  • Use UTF-8 encoding
  • Include a header row with column names
  • Use commas as delimiters
  • Wrap text containing commas in quotes
  • Dates should be in YYYY-MM-DD or MM/DD/YYYY format
  • Currency values should be numbers only (no symbols)

Date Formats

FoundersBoxx accepts these date formats:

  • 2024-01-15 (ISO format, recommended)
  • 01/15/2024 (US format)
  • 15/01/2024 (International format)
  • January 15, 2024

Currency Values

Enter monetary values as plain numbers:

  • 1000 or 1000.00 — correct
  • $1,000.00 — avoid (may cause parsing errors)

Troubleshooting

Import fails with “invalid format” Check that your CSV uses UTF-8 encoding and has the required columns.

Duplicate records after import Contacts are matched by email. Ensure email addresses are consistent and correctly formatted.

Missing data after import Review the column mapping in the preview step. Unmapped columns are skipped.

Export is empty Check your filters. The export only includes data matching your current filter settings.

Integration Syncs

For ongoing data sync (not one-time import), use integrations:

  • Xero/QuickBooks — Automatic financial data sync
  • Stripe — Payment and subscription metrics
  • Google Calendar — Event sync

See Integrations for setup details.