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Import from CSV

Upload your transaction data from any accounting system using CSV files.

Supported Formats​

CoralLedger Comply accepts CSV files with the following columns:

ColumnRequiredDescription
DateYesTransaction date (YYYY-MM-DD or DD/MM/YYYY)
DescriptionYesTransaction description
AmountYesTransaction amount in BSD
TypeNo"Sale" or "Purchase"
CategoryNoVAT category if known

Step-by-Step Import​

Step 1: Prepare Your File​

  • Export transactions from your accounting system
  • Ensure the file is saved as .csv format
  • Remove any summary rows or totals

Step 2: Upload the File​

  1. Navigate to Transactions > Import
  2. Click Choose File and select your CSV
  3. Click Upload

Step 3: Map Columns​

  • Match your CSV columns to CoralLedger fields
  • Preview the first 10 rows
  • Adjust date format if needed

Step 4: Review and Confirm​

  • Review the import summary
  • Check for any validation errors
  • Click Import to complete

Common Issues​

Date Format Errors​

Ensure dates are in a consistent format. Supported formats:

  • 2024-01-15
  • 15/01/2024
  • 01/15/2024

Amount Formatting​

  • Use decimal point (not comma) for cents
  • Do not include currency symbols
  • Negative amounts for refunds

Next Steps​