The step-by-step guide to import your transactions to Dashero
More than 2300 banks can be connected to Dashero. Each time you sync with your bank within the dashboard, Dashero downloads all transactions from your bank account. From here you can perform various operations. In Dashero you can import any kind of data via API or manually, or you can import them via the CSV import feature, which adds the possibility to import your data into Dashero even where there are no banks or other tools to connect via API.
Let’s see below how to perform a CSV import of your banking or, for example, cryptocurrency-related transactions, following our five-step guide.
Let’s get started!
Step 1 – upload your CSV file.
Upload to the dashboard a file in CSV format – a format that allows you to save data in tabular form. Generally, all banks allow you to download the data in CSV format. If this is not possible, don’t worry! It is very easy to convert your data into CSV from, for example, an Excel file.
Step 2 – Name, open, manage the file header.
- Name and select the file you are interested in
- Open the file: Dashero imports the data from the file and shows us the extraction of the first ten – the data can be thousands, no problem!
- In the file, Dashero will then find the “Header“. Then, under each field, Dashero will display the values of each individual entry in the CSV file.
Step 3 – Select the delimiter.
The delimiter is the tool that allows Dashero to correctly separate one field from another. A comma can be an example of a delimiter.
To confirm our selection of the delimiter, click the button: “update import“.
Dashero will read our selection and display our document with the fields separated by commas. For example: date, beneficiary, description, amount, and concept.
Step 4 – “Tag” the data you want to import into Dashero.
“Tag” the data in the file you want to import, so that Dashero interprets it correctly. For example, in Dashero we can enter the date of our CSV document in the “day” field by selecting the item from the drop-down menu. Important: when entering the date remember that you can enter it in either European or American format, choose the format that best suits your needs!
You can import all kinds of bank transactions, transfers, cash transactions, credit cards, cryptocurrencies…you name it!
If an entry required by Dashero is not present in our archive, you can add the entry manually.
Don’t forget to select the right format for your transaction to be displayed correctly: Dashero needs to know whether the decimals of the selected amount should be separated with a dot or a comma.
Step 5 – Import your transactions into Dashero.
Once you have set up the format, entered all the information, completed the “document mapping” phase, – that’s what the data entry is called! – you can update the import by clicking on the corresponding button in Dashero.
Dashero will accept your selection and show you a preview of the file it will actually import into the dashboard. This way, you can:
- check if there is any data entered incorrectly
- decide not to import some of the elements of the document by simply removing the check mark from the particular element you do not want.
Now, after the final display, click on the “import” button.
If the operation was successful, the entries imported into Dashero will be displayed in green. If there are entries in red, it means that there was some problem – for example, the formatting is incorrect. Don’t worry, you can easily correct these errors manually.
Once the corrections are done, the CSV file will be officially in Dashero.
Let’s sum it up!
As you can see, importing your transactions through Dashero import feature is very simple and extremely intuitive. There are 5 steps (Upload your CSV file; Name, open, manage the file header; Select the delimiter; Tag the data you want to import; and finally import the transactions) that allow you to interactively manage your CSV file with all its valuable transactions in a single dashboard.
Thanks to the CSV import, Dashero will allow you to keep track of your transactions without losing any data. Best of all, once imported into Dashero, you can view and edit your transactions whenever you want.