Importing records & transactions using .CSV files
When using an accounting system that we do not have a direct integration with, utilize our Import feature using .CSV files.
Click the gear icon
Click Import / Export
Click Import next to the type of record being imported
Click Browse
Select the .CSV file to import
Click Upload
- This will lead to the Import Preview page where the information to be imported will be displayed
- Action column: Create vs Update
- Create: There is no matching record, this line item will be created as a new record
- Update: There is a matching record, this line item will update the existing record
- If the file selected is unable to be uploaded due to errors in the formatting or missing information, there will be an error message
- This will lead to the Import Preview page where the information to be imported will be displayed
Review and correct any errors,
Click Import
- The Import History page will be displayed
- This page provides details about the import process, including the time of the import and whether the information was imported successfully
- The Import History page will be displayed
If the Import says Failed in the Status column, click View in the Action column to see more details about why the import failed
- Download the error report, correct any errors in the import file, and try the import again, if needed
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