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

Updated on October 25, 2022

1. After making 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
5. Open the CSV template file by clicking the Import CSV button.
6. Open the updated template file.