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

Updated on February 7, 2023

1. After adding a company, click on Make A Scenario on the upper left, import data pop-up screen will appear.
2. Provide the information needed, Scenario Name, Currency, and Cash Threshold, then click Save.
3. After you have created your scenario, click on the drop down menu beside the add transaction button and select Import. Download the data import template file
4. Copy invoices, bills, income or expenses into the template.
5. Click on Import CSV and select the updated template file. Note : Do not change the column headings provided in the template. These need to be unchanged for the import to work in the next step.