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Top Rated Business Management Software with Data Import/Export in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Data import/export enables efficient data transfer between different systems and formats, streamlining operations and enhancing productivity. It simplifies data migration, facilitates collaboration, and ensures compatibility across various platforms and devices. Our reviewers in business management software rated this feature as highly important.

7 Best Business Management Software with Data Import/Export

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
QuickBooks Online logo
4.3
(8.3K)
38
flat rate/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month

See other top Business Management products with data import/export

How we picked the 7 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Business Management software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for data import/export, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 7 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Workflow Management4.5
Client Management

User insights about the data import/export feature

Reviewers highlight Jira's data import/export capabilities as intuitive and user-friendly. They appreciate the ability to import data from various sources and export reports in multiple formats like CSV and PDF. Users find this functionality crucial for project management, collaboration, and data migration, though some mention occasional difficulties with exporting data.

See related user reviews

“I like Jira's data import/export features for their versatility and ease of use. Importing data from various formats, like CSV, simplifies migrating projects, while exporting allows for easy sharing and reporting. ”
AA

Alan A.

Technical Lead

“Data import/export in Jira streamlines collaboration, supports migration, and maintains transparency across projects.”
MS

Mando S.

Chief Elder

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Workflow Management4.5
Client Management4.3

User insights about the data import/export feature

Reviewers appreciate Smartsheet's data import/export capabilities for their ease and efficiency. They find it simple to import data from Excel and other sources, and to export data for reporting and analysis. Users mention the ability to integrate with Jira and other tools, though some note that exporting to Excel can result in comments appearing in a different tab.
Verified reviewer profile picture

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“Easily import and exports to MS Excel; Date formatting can be tricky from time to time. The feature is a must have for analysis and reporting, especially if the elaborate Smartsheet package for queries and reporting is no available with in the company plan.”
JS

Joanne S.

Business Analyst / Mem Sat Supervisor

“Data is often flowing into and out of Smartsheets for different use cases. Various import and export methods make connecting to and transferring data easy, especially for our performance plan and Kanban board. ”
Verified reviewer profile picture

Brad C.

Business Intelligence Analyst

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews
Verified reviewer profile picture

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
QuickBooks Online logo
Reviews Sentiment
 
 
 
1-2(456)
3-4(3,151)
5(4,778)
Key Features
Workflow Management
Client Management4.2

User insights about the data import/export feature

Reviewers highlight QuickBooks Online's data import/export capabilities as easy and efficient. They appreciate the ability to import data directly from bank accounts and other sources, and to export data for accounting and reporting purposes. Users find this functionality saves time and improves accuracy, though some mention issues with importing data from CSV files.

See related user reviews

“Data being imported directly from the bank account into the software allows for accuracy when organizing, reclassifying, and reconciling the account. ”
AP

Ashley P.

Tax Accountant

“Can easily export Excel files for your records of any parameters you want to record, for example, 2024 expenses.”
SG

Shella G.

Marketing Consultant

Starting price
38flat rate /
per month
Pros and Cons based on 8,385 verified reviews

Cloud-based accessibility

Ideal for small businesses

Seamless integrations

Comprehensive accounting features

Efficient tax management

Frequent bugs and crashes

Limited desktop features

Recurring costs and price increases

Inadequate customer support

Complicated transaction management

See pros and cons details
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,350)
Key Features
Workflow Management4.4
Client Management4.5

User insights about the data import/export feature

Reviewers appreciate Salesforce Sales Cloud's data import/export capabilities for their ease of use and efficiency. They highlight the ability to import and export data from various sources, including Excel and Google Drive, and find it useful for data migration, reporting, and sharing. Some users mention the need for better handling of large data sets and integration with other systems.

See related user reviews

“makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, personal accounts, and custom objects.”
BJ

Bryan J.

Quality Assurance Supervisor

“The Data Import/Export feature in Salesforce Sales Cloud is incredibly useful. It allows me to quickly and easily import and export data, saving me time and effort. The feature is user-friendly and customizable, which is great for my business needs.”
GG

Gaurav G.

HR manager

Starting price
25per user /
per month
Pros and Cons based on 18,765 verified reviews

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Workflow Management4.5
Client Management4.3

User insights about the data import/export feature

Users report that Trello's data import/export capabilities are straightforward and efficient. They appreciate the ability to import and export data for task management and reporting, and find it useful for integrating with other platforms. Reviewers mention the availability of power-ups to enhance this functionality, though some note limited use of this feature.

See related user reviews

“It allows users to back up data, analyze tasks externally, and integrate with other platforms”
SS

Sachin S.

Web Developer

“I like that importing and exporting data is straightforward. Its handy for moving tasks between tools or sharing progress”
UÖ

Umut Ö.

Developer

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,644)
5(3,038)
Key Features
Workflow Management4.5
Client Management

User insights about the data import/export feature

Users report that Dynamics 365's data import/export capabilities are seamless and user-friendly. They find it easy to import data from various formats like CSV and XML, and to export data for reporting and analysis. Reviewers appreciate the integration with other Microsoft tools and the ability to handle large data sets efficiently.

See related user reviews

“This feature was a life saver. We had invoices that have different break downs and being able to import them into the system save us so much time for processing purposes. We also use the export feature to create reports needed for users or vendors”
LV

Lina V.

Senior Accounts Payable Specialist

“Business frequently need to move their current data when implementing dynamic 365 .A seamless transition is possible by the data import feature, which guarantee that past data is appropriately imported in to the platform ”
RC

Radhe C.

Network engineer

Starting price
50per user /
per month
Pros and Cons based on 5,809 verified reviews

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Workflow Management4.5
Client Management4.4

User insights about the data import/export feature

Users find monday.com's data import/export capabilities easy and efficient. They appreciate the ability to import data from spreadsheets and other tools like LinkedIn Sales Navigator, and to export data for manipulation in Google Sheets or Excel. Reviewers note that this functionality is crucial for reporting and project management.
Verified reviewer profile picture

See related user reviews

“Data import/export is a critical feature for any work management tool, as it allows users to easily move data in and out of the system. monday.com offers a variety of data import and export options, which makes it easy to integrate with other systems”
MM

Mir M.

Safety Analyst

“It is super helpful to export data to manipulate in Google Sheets/excel. Or import lists from other tools such as LinkedIn sales navigator.”
Verified reviewer profile picture

Peter W.

Recruitment Consultant

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Other Top Rated Business Management Software with Data Import/Export in 2026

Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Read more about Asana

Users also considered
monday.com logo
Category Leaders

Project management software

monday.com is a Business Management software to manage all parts of your business. Create structures to plan your team workload, manage your projects, clients, and much more. It makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
QuickBooks Online logo

Accounting and business management software

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Read more about QuickBooks Online

Users also considered
Dynamics 365 logo
Category Leaders

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Smartsheet logo
Category Leaders

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Buildertrend logo

Residential construction project management software

Buildertrend is a residential construction project management software designed to help home builders, remodelers and specialty contractors manage jobs, sales, finances, materials, client relationships and more on one convenient platform. The software offers a range of features, such as scheduling, financial management, communication tools, and more.

Read more about Buildertrend

Users also considered
Xero logo

Cloud-based accounting software for small businesses

Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

Read more about Xero

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Generate and showcase impressive results with trusted business management from Wrike. Plan projects, organize information, track tasks, and check teams' progress with powerful reports. Plus, customize to suit your needs. Perfect for teams of 20+.

Read more about Wrike

Users also considered
Jobber logo

Tool that manages quotes, schedules, invoices and tasks

Jobber helps home service businesses manage everything from scheduling to invoicing in one place. With AI-powered insights from Jobber Copilot, you’ll save time and get paid faster while providing 5-star service. Join 250K+ pros and see how Jobber simplifies business management.

Read more about Jobber

Users also considered
SuiteDash logo
Category Leaders

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

With flexible reporting, dashboards and business intelligence tools that provide real-time visibility, NetSuite’s business management solution helps organizations control costs, eliminate inefficiency and improve financial performance with one fully integrated AI system.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your business: proposals, contracts, payments, and more.

Start a 7 day free trial today.

Read more about HoneyBook

Users also considered
Mindbody logo

Fitness & wellness business management software

Mindbody wellness business software helps you seamlessly manage your business end-to-end, grow your revenue, and scale to any size.

Read more about Mindbody

Users also considered
Abby logo

Billing and invoicing platform

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

Read more about Abby

Users also considered
BQE CORE Suite logo
Category Leaders

Cloud-based firm management tool for A&E firms.

Smart Business Management for Professional Services Firms. BQE Core automates the mundane, repetitive business tasks to get more done with the same resources.

Read more about BQE CORE Suite

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

Users also considered
Houzz Pro logo

Business solution for construction and design industries

All-in-one solution for construction & design with AI tools to win projects, manage clients & teams, and run an efficient business.

Read more about Houzz Pro

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.

Read more about Odoo

Users also considered
MassageBook logo

Massage practice management solution

MassageBook is a business management solution designed to help massage therapists automate processes related to appointment scheduling, email marketing, and customer loyalty. Teams can use the website builder to streamline directory listing, online booking, gift certificates & reviews.

Read more about MassageBook

Users also considered
DesignFiles logo

Project management software for interior designers

DesignFiles helps businesses manage interior designing projects, generate quotes, promote products, process online payments, and more. Users can create custom 2D and 3D design boards, upload custom products or add from the built-in library, and include video tutorials to engage with clients.

Read more about DesignFiles

Users also considered
Avaza logo
Category Leaders

All-in-one, client-focused project management for teams.

Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

Read more about Avaza

Users also considered

Key features for Business Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Workflow Management: Reviewers highlight the ability to automate tasks, streamline processes, and improve team collaboration, enhancing overall productivity. 94% of reviewers rated this feature as important or highly important.
  • Client Management: Reviewers value detailed tracking of interactions, centralized client data, and personalized engagement for better relationship management and customer service. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers appreciate customizable task creation, assignment, and tracking features that improve organization, collaboration, and project efficiency. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of granular user permissions to ensure data security, maintain privacy, and support compliance. 91% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Reviewers find automated billing, accurate invoicing, and integration with accounting tools essential for efficient financial management. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers benefit from the ability to manage tasks, access client information, and perform essential functions on the go, enhancing flexibility and productivity. 89% of reviewers rated this feature as important or highly important.