Import data

Our CSV Import Tool is used to import data using CSV files. These files allow you to export data from another source (such as you bank or another accounting package), then import that data into

IRIS Elements Cashbook

. This can drastically reduce the time spent entering your data into

IRIS Elements Cashbook

.

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While the CSV Import Tool can be a powerful time saver, if it's not used carefully, you can end up with incorrect or erroneous data which will need manually amending. Make sure that you follow our import instructions carefully and that the data you are importing is in the correct format.

Import data using CSV files

We have provided a set of CSV template files which you can use to add your data for import into IRIS Elements Cashbook.

You can also import any existing ledgers, or import directly from Sage or Quickbooks.