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How to Import Data using the CSV Template file using mobile?

Updated on October 25, 2022

1. After adding a scenario, an import pop-up screen will appear
2. Click the Upload CSV icon and select the link button.
3. Download the data import template file
4. Copy invoices, bills, income or expenses into the template
(You may export transactions from your old system as a comma-separated list. Using Excel or another spreadsheet editor, copy and paste your data from the exported file into the Cash Flow Forecaster template. Make sure the invoice data you copy matches the column headings provided in the template.)
5. Open the CSV template file by clicking the Import CSV button.
6. Open the updated template file.