Generally speaking if your data is in excel or CSV format, it's possible to import it into Rounded. The process is the same for income or expense data.

To import an income file

If it's the first time you are visiting the main Income section you'll see the following:

If income records have already been added the view will be different and the import option is under Options:

Choose the Import from CSV option and the import window will be displayed:

For income imports, download the CSV template:

  • If you’re not registered for GST: Click this LINK to download a sample CSV template for importing income

  • If you’re registered for GST: Click this LINK to download a sample CSV template for importing income

We recommend pasting the data from the original spreadsheet into the downloaded CSV template.

Once done, save the template CSV with the added data then click Select file... choose the file then click Import CSV to import the data.

To import an expense file

If it's the first time you are visiting the main Expense section you'll see the following:

If expense records have already been added the view will be different and the import option is under Options:

There are two ways to import an expense file, via:

  1. CSV

  2. QIF

1. To import using a CSV file

Choose the Import from CSV option and the import window will be displayed:

For expense imports, download the CSV template:

  • If you’re not registered for GST: Click this LINK to download a sample CSV template for importing expenses

  • If you’re registered for GST: Click this LINK to download a sample CSV template for importing expenses

We recommend pasting the data from the original spreadsheet into the downloaded CSV template.

Once done, save the template CSV with the added data then click Select file... choose the file then click Import CSV to import the data.

2. To import using a QIF file

Choose the Import from QIF option and a panel will slide out from the right hand side.

Click Select a QIF file

and choose the file then click Import now to import the data

IMPORTANT NOTES

  • The Date and Amount columns are required columns where the

    • Date column should have the YYYY-MM-DD format

    • Amount column should have the number format

  • The client row should contain the name of the contact name in the client card.

  • Manually importing data can be tricky and any number of things might cause an import to fail. If you try and don't succeed please get in touch with us via in-app chat. We're happy to help with formatting your data and getting it into Rounded.

Don't forget to download the Rounded mobile app!

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