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:
Choose the Import from CSV option, and the import window will be displayed:
Click Download the CSV template to download the income import template. The template will have a GST column for those who are registered for GST.
You can delete the GST column if you are not registered for GST. Or click this LINK to download a sample CSV template without the GST column.
You can copy and paste the data from the original spreadsheet into the downloaded CSV template.
Once done, save the template CSV with the added data. 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:
There are two ways to import an expense file:
CSV
QIF
1. To import using a CSV file
Choose the Import from CSV option, and the import window will be displayed:
Click Download the CSV template to download the expense import template. The template will have a GST column for those who are registered for GST.
You can delete the GST column if you are not registered for GST. Or click this LINK to download a sample CSV template without the GST column.
You can copy and paste the data from the original spreadsheet into the downloaded CSV template.
Once done, save the template CSV with the added data. Click Select file..., choose the file, then click Import CSV to import the data.
2. To import using a QIF file
Select the Import from QIF option; 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
NOTES:
The Date and Amount columns are required columns where the
The date column should have the YYYY-MM-DD format
The amount column should have the number format
The client row should contain the name of the contact in the client card.
Manually importing data can be challenging, and a variety of factors may 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 format your data and get it into Rounded.
Remember to download the Rounded mobile app!
