Importing Income via Excel
Recording income on the Daftra can be done individually for each income or by uploading all incomes to the system in an Excel file. In this guide, we will review how to prepare the Excel file and how to import incomes from it into Daftra in moments.
Preparing the Excel File for Uploading Income Data
Prepare an Excel file that includes the income data you want to upload to Daftra, such as the income date, amount, currency, taxes, treasury, cost center, and other relevant data.
The Excel file should be in CSV format, as this is the appropriate format for files in English.
How to Import Income Using an Excel File
Click on “Incomes” under “Finance” in the main menu, and then click on the “Import” button.
Select the “Comma Separated” option and click “Choose File” to upload the Excel file from your device.
- Note: If each column has a header, such as “Date” or “Amount,” do not enable “Import the first row of the file.” However, if there are no headers for each column, enable this option to avoid losing any items during the upload process.Select the Excel file containing the receipts from your device to upload it to the system.
Match the data fields in the Excel file containing the incomes with the corresponding fields in the system. For example, if the column header for the date of incomes in the Excel file is “Date,” select this header for the date field in the system so that the Daftra can recognize the type of each data being uploaded. Then, click the “Import” button.
Note: Fields marked with “*” are default fields for incomes that must be included in the Excel file. Other fields can be left blank if you do not wish to upload them via the Excel file.
You will receive a message showing the number of incomes that were successfully imported, as well as those that failed to import, so you can correct the errors that caused the failures.
After successfully importing receipts via the Excel file, you can go to “Incomes” under “Finance” in the main menu to find the receipts you have uploaded to the system.
