How it works: You can import data using CSV (Excel) or QIF (expenses only).
CSV import (income or expenses)
Go to Income (or Deductions → Expenses) → Options → Import from CSV.
Click Download the CSV template
Open the template in any spreadsheet app to add your data into the file and save it.
Download the file to CSV.
Go back to Options → Import from CSV → Select file.
Choose the file you have formatted.
Click Import CSV.
NOTES:
If you are not registered for GST, you can delete the GST column in the template. Alternatively, you can download a template without the GST column below:
The Date column must be in YYYY-MM-DD format.
The Amount column must be in number format.
The client row must contain the name of the contact in the client card.
Importing Expense Data using QIF
Go to Expenses → Options → Import from QIF.
Click Select a QIF file and choose your file.
Click Import now.
NOTE: If the upload fails, it’s usually due to formatting issues in the file. Please get in touch with us via in-app chat. We're happy to help with formatting your data and getting it into Rounded.
Remember to download the Rounded mobile app!
