NOTE:
To find out what data you can import and for help with preparing your file, look at our data import article.
Import your data file
- On the menu bar, select File then choose Import.
- If required, select Backup to back up your data, then once complete, press Next.
- In the Data type window, select the type of data you want to import then press Next.
- In the Data source window, select the format of the data you're importing.
- If the first row of your data contains headings, select the First row contains headings checkbox.
- Select Browse, locate and select the file to import, then press Open.
- If your import file contains multiple worksheets, choose the required worksheet from the dropdown list.
- Choose Next. To link the imported data to the correct fields, complete the Imported field column as required, choosing the field from the dropdown list. Compulsory fields show with an asterisk.
- If required, you can use the Load Map and Save Map options to import the default or previously saved mappings.
- Once you've selected the required fields, press Next, check the summary information is correct, then press Import or Finish.
If the import is successful, a list of transactions imported appears in the Record Imported pane. Press Close.
If the import is unsuccessful, a list of import errors appear in the Records, not the Imported pane. Choose Edit import to amend the original import file, press Close, then attempt to import again.
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