Upload data files

No integration? Import SIE files, an Excel general ledger, and bank statements by hand.

If you don't have a live integration, you can upload data directly.

SIE File Upload (Swedish GAAP)

Where: /sie-upload — imports Swedish chart of accounts and GL data (.se files).

1. Click the upload area or drag and drop one or more .se files.
2. Remove any unwanted files from the list with Remove.
3. Click Upload Files (N).
4. Watch progress: "Processing file X of Y." On completion you'll see Success — N files imported.

General Ledger (GL) Excel Upload

Where: /gl-upload — import GL, accounts, and trial balance from Excel/CSV.

1. Click/drag to upload one file (.xlsx, .xls, or .csv, max 25 MB). Include a Trial Balance sheet in the same workbook to import opening balances and the chart of accounts.
2. (Optional) Tick Replace previously imported Excel data to clear prior Excel imports (ERP-synced data is untouched).
3. Click Import General Ledger. A processing banner shows progress; when done you get a summary of accounts, journal entries, and journal lines.
4. Bank statement (optional): Click Upload bank statement (Excel) (accepts .xlsx/.xls/.csv/.pdf). Columns map automatically and transactions appear in Banking.

A summary panel shows the period covered, journal entries per month, accounts classified, and whether opening balances were imported.

Budget Upload

See Budgets.