Excel or CSV File Import
Import from Excel or CSV files.
Admindobesv
(Admin, Kashoo / Clarity Accounting) shared this idea
This is now available for customers and vendors: https://www.clarityaccounting.com/help/index.php/2009/04/14/importing-contacts/
Also bank statements can be imported via CSV.
To import a chart of accounts you can use the Trial Balance import. First opt into beta features from your Settings and go to the Accounts section and click the trial balance import link.
We’d love to see some more example Excel or CSV files to import – there are many ways to format an Excel/CSV file for bookkeeping and we need to know whether we’ve got our bases covered. We just need the column headings and a sample of the data included in each column.
Thanks!
9 comments
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Thanks for the sample file, Beth! Keep them coming ...
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Beth Gardner
commented
I use WHMCS and would love an easier way to import invoices. Where can I send a sample file to as an example of the kind of file I would like to bring in through CSV?
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Matt Gorbet
commented
I *love* the flexibility of this feature the way you have it now -- I create custom templates for the data I want, cutting and pasting from bank PDFs right into excel so I can import old, old data. Please don't lose the customizations on the CSV importer in favour of 'templates' when you roll it out.
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Thomas D. Hedberg Jr. commented
We would like to be able to import to the Accounts via excel/csv.
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Hi ellen, go ahead and send us something at support@clarityaccounting.com and we'll add it to our collection of formats to support when we add this feature.
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ellen.fields
commented
I could send you a sample .csv if you are interested...
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ellen.fields
commented
We use Harvest for time-tracking and invoicing. Since Clarity doesn't have a time-tracking function, I'd like to be able to import my invoices each month into Clarity.
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Martin Cleaver commented
Afterall, it's a little weird that I can export in CSV format but not import ;)
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Would be useful to import expenses - for instance I use NeatWorks to scan and import receipts. Others use other apps, maybe their bookkeeper writes expenses into a spreadsheet.
Thanks, M.
