CSV Import Archives - IRIS KashFlow

CSV Import

This article describes how to use the CSV importer and provides links to the guidance and templates for use

This article will talk you through the CSV mapping when importing a CSV file. When importing your CSV file you will need to Map your columns, this is effectively telling KashFlow what you have in your columns and where to put them in the software. Whilst this sounds daunting we have made…

Import Bank Transactions CSV

This guidance describes how to import bank transactions to KashFlow via the CSV importer

Import Customers CSV

This article describes how to import customer records using the CSV importer

Import Invoice Payments CSV

This article describes how to import invoice payments using the CSV importer.

Import Invoices CSV

This article describes how to import your invoices using the KashFlow CSV importer

Import Journals CSV

This article describes how to import a journal via CSV

Import Ledgers CSV

This article describes how to import ledgers such as your trial balance direct into KashFlow using CSV

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Import Bank Transactions CSV

Import Customers CSV

Import Invoice Payments CSV

Import Invoices CSV

Import Journals CSV

Import Ledgers CSV

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