In this guide, you will learn how to upload data into Dolfin, whether for transaction tables, KPIs, invoices, etc. The process will be the same for any type of table within Dolfin. We have separated this guide into different sections:

To prepare your table, you’ll need to use a tool like Microsoft Excel or Google Sheets. Once you have created the table, you need to check how the following data is composed:

When entering a date in a cell, make sure the date format is the same in all date columns and that the formats are readable by Dolfin. We recommend using the following format: M/D/YYYY (Example: 1/27/2024).

When entering numerical values, it’s important that all columns have the same format and ensure that the program you are using recognizes these values as numbers.
For example, when writing the number 1,230.50 the thousand separator is a comma, and the decimal is a period.

Once you have finished creating your table, you can save it as a CSV. We recommend saving the table as a comma-delimited CSV.

Here is an example of a format you can use in your program:

Once you have the file saved on your computer, you can upload it into Dolfin by following these steps:

Select the column in Dolfin corresponding to the properties in your CSV table. You only need to do this mapping once—afterwards, it will be recognized automatically in future imports.

Once you’ve finished this process, click Continue.

A unique key is required to link the imported data with existing data and prevent duplicates. If you don’t have a unique identifier, you can use a combination of columns to uniquely identify each row.

You have two options here:

Once you have completed this step, click Continue. You will see a preview before uploading the data into Dolfin, to confirm that everything is correct.
​