Steps how to Upload your file:
It is an easy and quick process to upload your CSV file to the platform go into your settings ➡️ Accounting ➡️CSV File➡️ Select upload
Select the Date format of your CSV from the options available:
Upload your file:
Drag and drop your file or select it from your computer.
Column Matching:
On the left hand side select the column in the CSV to match the information in the Template field column in Kolleno.
See the example of linking the customer column to the customer name field in Kolleno
Top Tip! When hovering over a field it will display the data points at the top right to help you match.
If the error is unmatched:
You can manually match rows by selecting unmatched - please see example
Once all are matched click continue to move forward:
Review any errors and finalize the file to be uploaded:
You can click into the cells and amend them manually.
Once ready select import:
Don't forget to click Submit:
Last but not least, click to upload to Kolleno!
Any further questions, reach us on support@kolleno.com.