Import Revenues

To import revenue in WP Ever Accounting, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import revenues.

A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import revenues. To download the file, simply click on the “Sample” from the Import Revenues field and a CSV file will be downloaded on demand.

Import Revenues - WP Ever Accounting
Import Revenues

How to Import Revenues – CSV Formatting

Revenue CSV FIle
Revenue CSV FIle

The CSV file for importing revenues has several fields. To import successfully, putting information on the required fields is a must. Also, you can import as many revenues as you want. All of the fields given in the CSV file are mentioned below-

Field Description
Payment Date* Date of the revenue (Date Format: YYYY-MM-DD)
Amount* Revenue amount
Currency Code* The three-letter alphabetic codes to represent currency. Currency code and accounts currency code must be the same
Currency Rate* The rate of other currencies against the default currency
Account Name* Payable Account
Customer Name Customer name who paid for the revenue
Category Name* Add income category
Description Anything required to explain for the revenue
Payment Method* Payment option chosen
Reference Reliable source of information to verify revenue
The fields with the star marks are the required fields. You must have to put information on those fields to assemble a successful import. If any of the required fields go missing for revenue, it will stop importing that particular revenue
Some fields are required to create before importing, otherwise, it will not import. For example, if you are importing a revenue with a currency that is not created before it is not found in the database, the revenue will be skipped. Please check the category, currency, and accounts are previously set in the database.

To download the CSV sample file for importing revenues, click here.