Importing transactions from a spreadsheet (CSV)

Importing transactions from a spreadsheet (CSV)

Importing a CSV-file (spreadsheet)


If you or your client records their tax return in a spreadsheet you can import individual items into the Record Keeping section. If your client prefers not to connect a bank feed you can also import bank statements directly.

CSV-file checklist

  • Save the spreadsheet as CSV-file, this is possible from most devices

  • Ensure all cells are formatted as text

  • Ensure no rows are empty

  • Delete any ‘Total’ rows or rows where the transaction value is ‘0’

Use the ApariPro spreadsheet template

  • Download the ApariPro CSV template

  • Copy and paste your transactions into the structure

  • Save the file as a CSV

How to import

  • Go to Record Keeping and select Import CSV-file

  • Select the transaction source from the dropdown

  • Select Choose File to upload your CSV, then click Continue

  • Map the fields by matching your file headers to APARI column headers

  • Select Import to finalise the upload

The data will be added to your unassigned transactions.


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