Import CSV Files
How do I import data from a CSV file?
Start by opening the main menu at the top left corner. In the list you find the menu item Data Source that leads you to all importer settings.
Choose Data Sources from the Menu or Connect from the Startpage
Configured Data Sources Overview
Choose CSV File from the Data Source Overview
Choose how to import your CSV File
CSV Import Configuration
CSV File Upload successful
Preview without a selected Delimiter
Enter the correct Delimiter and reload the Preview to see if everything is fine
After correct Delimiter was entered and Preview is refreshed hit next
Advanced Options for advanced CSV Files if necessary
Choose the language of your CSV file to enable auto-detect
Auto-detect is not perfect 😉 validate all columns
In this example we do not want to import the transaction time and deactivated the corresponding column via the switch
Transaction was recognized as value but is a category so we changed the type via the dropdown
Everything is correct and the import started after hitting the save button
If the dot in front of your new importer is green, the importer is finished and you can start analyzing your data.