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Importing records and transactions using CSV files

When using an accounting system that doesn't sync with, import records using CSV files.

How to Import

  1. Hover over the gear icon , and then click Settings
  2. Click Import / Export
  3. Click Import next to the type of record being imported
  4. Click Browse, and select the CSV file to import
  5. Click Preview - this will lead to the Import Preview page - here you'll find the info to be imported.
    • 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
  6. Correct any errors, and then click Import
  7. 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.
    • 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.