You can import transactions into Saasu using a simple CSV file.

Creating an importable CSV file

1. Open a blank spreadsheet in a spreadsheeting website or software.
2. In the first row create the following Headers in separate columns. All seven columns must be included even if you don’t have data in them. This data must not contain any commas. Having commas will lead to import errors as Saasu treats a comma as a delimiter (a separator of data) in your CSV file. (*Required).
   1. Bank Account - Bank account number OR leave blank
   2. Date* - dd/mm/yyyy transaction date
   3. Narrative* - Transaction description.
   4. Debit Amount* - Monies paid OR leave blank if Credit
   5. Credit Amount* - Monies received OR leave blank if Debit
   6. Categories - DEP, XFER, etc OR leave blank
   7. Serial - Cheque/Ref Number OR leave blank
3. Add your data to the spreadsheet and save your file as “.CSV” type of file. e.g. you file name should look like “mydata.csv”
4. Sign into Saasu and click on the add icon next to import the file.

During the import process (the last step above) you will be applying the appropriate Accounts and Tax Code for the imported transactions.

Troubleshooting

Comma’s

Make sure your data doesn’t include commas. In CSV files Saasu uses commas to separate data into columns

Amount column formatting

Check that Amounts don’t include commas. e.g. 1,000.00 won’t import correctly. It must be formatted 1000.00 or 1000 will work also.

File Extension’s

Make sure you have not accidentally added a ‘double extension’ e.g. mydata.csv.csv
To fix this right click on the file to re-name it and remove the first ‘.csv’ in the name.

Date Formats

Make sure you have set the date format to dd/mm/yyyy

Some spreadsheets might try and automatically use US date format which has months before days e.g. mm/dd/yyyy

Check you file in Notepad

It’s a good idea to see what your file looks like using Notepad.

Check that the date format is dd/mm/yyyy and that Amounts don’t include commas.