CSV imports

Every CSV import shows a preview first. It flags rows with problems and names the field and the column, so fix the file and upload it again before you import. The same file cannot be imported twice unless you give a reason.

Amounts import as zero

The amount column is not plain numbers. In your spreadsheet:

1. Set the amount column to the General format, not number or currency.
2. Remove currency symbols and thousands separators. A comma inside an amount breaks the file.
3. Enter deposits as positive and payments as negative numbers.
4. Save as CSV and import again.

Dates are wrong

The date format selected in the import window must match the file, such as MM/DD/YYYY, DD/MM/YYYY or YYYY-MM-DD.

The wrong file was imported

Records from a CSV can be deleted. On the Bank feed tab, select them, or open the menu of one, and choose Delete. Then fix the file and import it again. Matched records cannot be deleted.

Listings or contacts are not found

Use reference IDs instead of names. Every listing and contact, owners and vendors included, has one:

• Copy a vendor’s or owner’s ID from the Vendors tab and paste it in the Contact column.
• Copy a listing’s ID from the Listings page and paste it in the listing column.

Expense and deposit imports both accept them. When you use names, copy them from an export, because extra spaces make a name fail.