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Import Your Data

Bring in your chart of accounts and inventory from a spreadsheet, formatted the right way from the start.

How Import Works

01

Prepare Your Data

Format your spreadsheet to match the required columns for each data type.

02

Upload Files

Import your CSV files from Settings → Data Import inside Obsidyun.

03

Validate Data

Review a preview of your data and fix any flagged rows before confirming.

04

Complete Import

Confirm the import and your records are ready to use immediately.

Chart of Accounts

Requirements

  • CSV format only (max 5MB)
  • First row must contain column headers
  • Required columns: Account Name, Account Type, Description, Balance
  • Account names must be unique
  • Balances should be in decimal format (e.g. 100.00)
  • Empty balances will default to 0.00

Account Categories

Assets

  • Cash
  • Bank
  • Accounts Receivable
  • Inventory
  • Fixed Assets
  • Other Assets

Liabilities

  • Accounts Payable
  • Credit Cards
  • Long Term Liabilities
  • Other Liabilities

Equity

  • Owner Equity
  • Retained Earnings
  • Other Equity

Revenue

  • Sales
  • Service Revenue
  • Interest Income
  • Other Income

Expenses

  • Cost of Goods Sold
  • Operating Expenses
  • Payroll Expenses
  • Other Expenses

Inventory Import

Requirements

  • CSV format only (max 5MB)
  • First row must contain column headers
  • Required columns: Product Name, Quantity, Unit Cost, Price
  • Product names/codes must be unique
  • Quantities and prices should be in decimal format (e.g. 100.00)

Ready to Add Your Team?

After importing your data, add team members to start collaborating.

Back to Getting Started