CSV
All details on how to work with a CSV file
4 articles
- CSV UploadThis article will look at uploading a CSV file with your accounting information into the platform.
- CSV import - Assign customer to PortfolioKeep your customer organized by automatically assigning them to the portfolio of your choice.
- Why Do Duplicate Customers Appear After a CSV Import?Learn why duplicates can occur during CSV imports and how to prevent them.
- Troubleshooting Date Format Issues During CSV UploadResolve date format mismatches when uploading CSV files to ensure accurate data display in Kolleno.