{"id":148557,"date":"2019-08-04T09:57:14","date_gmt":"2019-08-04T09:57:14","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d8%b3%d9%86%d8%af%d8%a7%d8%aa-%d8%a7%d9%84%d9%82%d8%a8%d8%b6\/"},"modified":"2026-10-04T07:29:13","modified_gmt":"2026-10-04T07:29:13","slug":"importing-income","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/importing-income\/","title":{"rendered":"Importing Income"},"content":{"rendered":"
\n

The system lets you add a large number of income vouchers at once by importing them from an Excel file (XLS or XLSX) or a CSV file, instead of entering each income voucher manually. This guide explains how to prepare the file, the import steps, the meaning of each column in the file, and how the system handles rows that contain errors.<\/p>\n

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\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> the import only creates new income vouchers; it does not edit existing income vouchers and does not detect duplicates. If you import the same file twice, every row is recorded twice.<\/p>\n<\/div>\n

Before You Start<\/h2>\n
    \n
  • You need the “View All Incomes” permission to open the import screen.<\/li>\n
  • Download the example file (or click “Download Example” on the import screen) and use it as a template for your file.<\/li>\n
  • Any tax, treasury, cost center, or sub-account whose name you write in the file must already be added in the system; the system does not create them during import. (The category alone is created automatically if it doesn’t exist.)<\/li>\n
  • Write the dates in the file in the same date format set in your account’s general settings.<\/li>\n<\/ul>\n

    Steps to Import Income Vouchers<\/h2>\n
      \n
    1. From the main menu, click “Finance,” then “Income.”<\/li>\n
    2. Click the “Import” button (the cloud icon) at the top of the list, or open the “Import Income” screen directly.<\/li>\n
    3. In the “File to Import” field, choose a CSV, XLS, or XLSX file from your device.<\/li>\n
    4. If the file is CSV, choose the delimiter used between columns (comma, semicolon, or Tab) from the “Delimiter” list. This list disappears automatically with Excel files.<\/li>\n
    5. Enable the “Import the first row of the file” option only if the first row in your file is income voucher data rather than column headers; leave it disabled if the first row is headers, as in the example file.<\/li>\n
    6. Click “Next Step.”<\/li>\n
    7. On the “Map Fields” screen, link each field in the “System Field” column to its corresponding column in the “Field in the File.” The system suggests the mapping automatically based on your file’s column headers, so review it and adjust it if needed. Fields marked with * are mandatory.<\/li>\n
    8. Click “Import.”<\/li>\n
    9. Review the “Results” screen: it shows the number of records imported successfully and the number that failed, with a link to each new income voucher and the reason for each row that wasn’t imported.<\/li>\n<\/ol>\n

      Import File Columns<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      System Field<\/th>\nMandatory<\/th>\nWhat to Enter<\/th>\n<\/tr>\n
      Date<\/td>\nYes<\/td>\nThe income voucher date, in the date format set in your account.<\/td>\n<\/tr>\n
      Amount<\/td>\nYes<\/td>\nCan be written with thousands separators, such as 10,444.55.<\/td>\n<\/tr>\n
      Currency<\/td>\nNo<\/td>\nThe currency code, such as EGP or SAR; if left blank, your account’s default currency is used.<\/td>\n<\/tr>\n
      Category<\/td>\nNo<\/td>\nThe category name; if it doesn’t exist, it is created automatically as an income voucher category.<\/td>\n<\/tr>\n
      Vendor<\/td>\nNo<\/td>\nThe name of the party the amount was received from, saved as text exactly as written.<\/td>\n<\/tr>\n
      Description<\/td>\nNo<\/td>\nNotes or a description of the income voucher.<\/td>\n<\/tr>\n
      Taxes<\/td>\nNo<\/td>\nThe name of a tax registered in the system.<\/td>\n<\/tr>\n
      Treasury<\/td>\nNo<\/td>\nThe name of an active treasury the amount is deposited into.<\/td>\n<\/tr>\n
      Sub-Account<\/td>\nNo<\/td>\nThe sub-account name in the chart of accounts, or its code.<\/td>\n<\/tr>\n
      Cost Center<\/td>\nNo<\/td>\nA sub-cost center name, or its code.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      How the System Works<\/h2>\n
        \n
      • Each row in the file creates a new income voucher with an automatic sequential number.<\/li>\n
      • If the tax is inclusive, the amount in the file is treated as including the tax and the tax value is calculated from it. If it is not inclusive, the tax value is added on top of the amount.<\/li>\n
      • When a cost center is written, the income voucher is allocated to it at 100%.<\/li>\n<\/ul>\n

        Validation Rules<\/h2>\n

        The system rejects the entire file in the following cases:<\/p>\n

          \n
        • A CSV file without a delimiter chosen.<\/li>\n
        • A file containing only one column.<\/li>\n
        • A file in which the number of columns differs from one row to another.<\/li>\n
        • A file that contains no data rows.<\/li>\n<\/ul>\n

          And it skips the row alone (stating the reason on the results screen) in the following cases:<\/p>\n

            \n
          • “Date” or “Amount” is empty.<\/li>\n
          • The date is written in a format other than your account’s format.<\/li>\n
          • The tax, treasury, sub-account, or cost center doesn’t exist in the system.<\/li>\n
          • The treasury is inactive, or you don’t have permission to deposit into it.<\/li>\n
          • You don’t have permission to access the sub-account that was written.<\/li>\n<\/ul>\n
            \n

            \ud83d\udec8<\/span><\/p>\n

            Note:<\/strong> if a mandatory field is empty in the first rows of the file, the import stops and shows you the row number; correct it, then re-upload the file.<\/p>\n<\/div>\n

            Frequently Asked Questions<\/h2>\n
              \n
            • Can I edit existing income vouchers through import?<\/strong> No, the import only creates new income vouchers. To edit an income voucher, open it from the income vouchers list.<\/li>\n
            • Some rows failed. Do I re-upload the whole file?<\/strong> No, upload only the failed rows after correcting them; because the system doesn’t detect duplicates, re-uploading the whole file records the successful rows a second time.<\/li>\n
            • Why did a message appear saying the tax or treasury isn’t available in the system?<\/strong> Because the name written in the file doesn’t match a registered name. Review the taxes and treasuries and write the name exactly as it is, and make sure the treasury is active.<\/li>\n
            • Why was the date rejected?<\/strong> Because it is written in a format different from the date format set in your account; the correct format is shown in the error message.<\/li>\n
            • Is the amount recorded including the tax?<\/strong> It depends on the tax: if it is inclusive, the amount is treated as including it, and if it is not inclusive, its value is added on top of the amount.<\/li>\n
            • I don’t see the import button in the income vouchers list. What should I do?<\/strong> The button currently appears for those who have the “View All Expenses” permission. If you only have the “View All Incomes” permission, open the import income vouchers screen directly from the link.<\/li>\n
            • How do I import expenses?<\/strong> From the import expenses screen, whose steps are identical to this guide.<\/li>\n<\/ul>\n
              \n
              <\/div>\n
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              <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"author":5,"featured_media":0,"template":"","categories":[2118,2121],"tags":[19171,18775,19172,19169,19168,19164,19165,19166,19170,19167,19173],"class_list":["post-148557","tutorial","type-tutorial","status-publish","hentry","category-finance","category-incomes","tag-csv-delimiter","tag-download-example","tag-how-do-i-import-income-vouchers","tag-import-csv-file","tag-import-excel-file","tag-import-income-vouchers","tag-income-vouchers","tag-incomes","tag-map-fields","tag-miscellaneous-incomes","tag-why-did-some-income-vouchers-fail-to-import"],"yoast_head":"\nImporting Income - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/importing-income\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing Income - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The system lets you add a large number of income vouchers at once by importing them from an Excel file (XLS or XLSX) or a CSV file, instead of entering each income voucher manually. 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