Importing data by CSV

CSV import is the universal fallback: it covers history from before you joined BeMetrix, platforms without an integration, and anything your accountant already keeps in a spreadsheet.

When to use it

• Back-filling previous months so comparisons have something to compare with.
• A platform not covered by a native integration or by the desktop sync app.
• Bulk corrections that would take too long to enter by hand.

Preparing the file

1. Export the period from your platform or spreadsheet as CSV (UTF-8).
2. Download the template from the import screen and match your columns to it.
3. Typical columns are: date, creator, platform, amount, currency and an optional note.
4. Use one row per transaction and a plain decimal point for amounts.

Importing

1. Open Finance → Import (or the import action on the integrations screen).
2. Upload the file and map each column to a BeMetrix field.
3. Review the preview — it shows how many rows will be created and flags rows it cannot read.
4. Confirm the import.

Avoiding duplicates

Do not import a period that a native integration or the desktop sync app already covers. If you do it by accident, filter that day in Finance and delete the extra rows; there is no automatic merge between a file and a sync.

Currencies

Amounts are stored in the currency of the row and converted for reporting using your workspace's reporting currency. Keep the original currency in the file rather than pre-converting it yourself.

After importing

Check a single day against the source before importing a whole year. Five minutes of verification saves an afternoon of cleanup.