How to Manually Import Transactions to Your Workspace

If you haven’t connected your bank account yet — or just need to bring in multiple transactions at once — COUNT lets you easily import transactions in bulk using a CSV file.

Steps to Import Transactions

Open Transactions

Go to Transactions from the left sidebar of your workspace.

Click Add Transaction

On the right side of the screen, click Add Transaction, then select Import Transactions from the dropdown.

Guidelines for Preparing Your File

Before you upload your file, here are a few things to check:

• Headers: The top row of your file must include a header title for each column.
• Required Fields: Make sure your file has Authorized Date, Amount, and Description.
• Optional Fields: You can include extra details like Category, Vendor Name, Customer Name, Currency, or Notes if you’d like.
• Transaction Start Row: If your data doesn’t start on the second row (beneath the headers), enter the row number where your actual transactions begin — this helps COUNT read your file accurately.
• Upload Your File: In the import flow, drag and drop your CSV file into the upload box, then click Next to move on to the mapping step.

Map & Import Your Transactions

1. Pick the Date Format: Choose the date format used in your CSV so COUNT can read it properly.
2. Select an Account: Choose which account you’d like these transactions to be saved under.
3. Map Columns: Match your CSV columns to COUNT’s fields so every detail lands in the right place.
4. Click Import: Once you’ve mapped everything, hit Import — and your transactions will start appearing in your workspace's Transactions tab.

Note on Customers & Vendors:

When you import transactions, COUNT doesn’t automatically create customers or vendors for you. If you want your uploaded transactions to link to specific vendors or customers, be sure to create them in COUNT first.

And that’s it — importing your transactions manually keeps your books up to date without missing a beat.

Updated on: 16/07/2025