📩Importing Data from a CSV File

If you already have existing financial records saved in a spreadsheet, you can easily import them into the finance panel to save time and avoid manual entry.

📁 Accepted File Types

You can upload:

• .csv files (recommended)

• .txt files

• .xlsx Excel files

📍 Go to: Settings > Subscription Here you’ll find:

• An input field to upload your file

• A button to download a sample CSV file

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🧷 CSV Format – Structure Required

To ensure your data is imported correctly, the CSV file must follow this exact structure and column order:

type,date,categorie,transaction_name,transaction_number,montant
revenu,2025-01-15,Vente,Site web,INV-001,2500
depense,2025-01-20,Abonnement,Serveur,FACT-432,120

🔍 Column Breakdown:

• type: either revenu or depense (no caps, French terms)

• date: in the format YYYY-MM-DD

• categorie: must match an existing category name exactly (see below)

• transaction_name: short title of the transaction

• transaction_number: reference number or invoice code

• montant: amount in numbers only (no currency symbols)

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⚠️ Important Notes

• If a category name listed in your CSV does not match an existing one, the system will automatically create a new category with that name.

• The import will create both Revenues and Expenses, depending on the type column.

• Be sure there are no extra columns or missing values.

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✅ How to Import Your File

1. Navigate to Settings > Subscription

2. Click on the file input and select your .csv, .txt, or .xlsx file

3. Click the “Import” button

4. Wait a few seconds — a message will confirm if the import was successful