CSV Imports

Financial Reporting

Comma Separated Values or CSV files are data sources that can be used to import product, customer, and invoice data into Calqulate. CSV files allow you to quickly and easily import your data to Calqulate without the need to develop a custom API or have an out of the box integration.

Once you upload your data in CSV format, Calqulate will automatically spread the data of the files to the subscriptions, sales invoices, products, and customers' menus in Calqulate. This will allow you to upload data directly to Calqulate without having to perform any manual entry.

How to import CSV files to Calqulate

Click the right arrow icon on the bottom left next to your name and choose Settings.

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Choose the CSV imports tab and click Upload new file either in the Customers, Products or Invoices section.

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Click Download our sample CSV if you have not already created a CSV file. After filling it out Drop your CSV file in the box in the middle of the screen.

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When this is completed, the data from the file will appear in its respective area. Since this was customer data, the information would now appear under the CUSTOMERS menu on the left-hand side. You may also repeat these steps with Products and Invoices to add additional information to your Calqulate account. 

Troubleshooting problems with CSV uploads

When uploading CSV files to Calqulate you may encounter an issue. This section will take you through how to solve some of the most commonly encountered problems. 

  • Incorrect File Type: If a file is uploaded in a format other than CSV, this message will appear. To fix, change the file composition from what it was to CSV. 

  • Unable to find required headers: After uploading your CSV file, a message may appear asking you to match Calqulate headers to the headers from the CSV file you uploaded. To solve this, use the drop-down menu and select the header that matches what Calqulate asks for.

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Once this is done for every header, click Start Import in the top right corner. The data will then be propagated into its respective tables and pages.

  • Rows not imported

The main cause of a row not being imported is a space in between the data. In order to solve this, review the data requirement section for the type of file that had rows fail to import. Another cause could be using commas instead of semicolons between the data. This can be fixed by changing the commas to semicolons using the CTRL + H (Replace) function. 

Questions about CSV imports

  • Can I upload multiple CSV files for each section?

At this time, Calqulate can handle one file per section. If you want to upload new information into the tables, simply add the data to the file you uploaded before, then re-upload that same file. The data from the original file will be updated and the new information will be added into its respective area. No data will be repeated by completing this process.

  • Do I have to use the Calqulate CSV Template?

No, you do not have to use our template. However, using the Calqulate template will make your life much easier than if you were to use your own CSV template because our mapping feature relies on the headings associated with our template. If you use your own template, you will manually have to map each of your headings with the Calqulate template headings. 

  • Does it matter in what order I import the CSV files?

YES. You must import the invoice data last or the data from that file will be unable to link with the other files. It does not matter if you choose to import the customer or product data first.


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