Follow these steps

  1. 01

    Open the import control

    Use the upload action in the dashboard or another data-entry screen, depending on the current app layout.

  2. 02

    Choose your file

    The web source supports .xlsx, .xls, and .csv. If you do not have a prepared file, look for the downloadable Excel template.

  3. 03

    Review detected fields

    Impresa attempts to recognize financial fields and statement values. Check its choices rather than assuming all rows were mapped correctly.

  4. 04

    Check dates and duplicates

    Confirm each number belongs to the intended reporting period and that repeated fields have not been counted twice.

  5. 05

    Apply the reviewed values

    Use the reviewed data in an analysis module, then check the displayed values before calculating.

KEEP IN MIND

Import support varies by file structure. A parsed value is not necessarily a validated accounting value.

What to do next

Use the result to ask a specific business question, then verify the figures and assumptions before acting. If a label or control has moved, refer to the current app interface.

CONTINUE LEARNINGReview imported values ↗