Import Data

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To import transactions, select the type of account and the type of transactions, if applicable. Then select a file format, and enter the path to the file you wish to upload, or click Browse to locate it. Then click Import. To create a new file format for importing forecast items, click Manage File Formats.

* = required field


Account Type
US Bank Accounts
Inbound Data Exchange Accounts
External Accounts (Not on Information Reporting)

File Format
    Manage File Formats

File Location *


Import

SinglePoint Demo
Import Data allows you to create categories in which transactions can be grouped and reported on.

Hint: Click Import to upload a file.

View demo hint