CSV
All details on how to work with a CSV file
By Kolleno and 1 other2 authors4 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.