Import Event
![notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F58a408e0-0103-4d1b-b600-2c9b14484160%2FScreen_Shot_2022-09-13_at_2.42.30_PM.png?table=block&id=6505768f-44c1-4aec-a16f-d88f55ecb9e9&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
Basic Events
Import all financial data into the scenario and let it automatically create a string of supporting events containing a complete record of all the data.
The Import Event is a Basic Event that can be used to import data from external excel/CSV files.
The Import Event is the easiest way to model a series of events like Income, Expenses, Debit/Credit etc. and control which Accounts are impacted by that calculation.
video link
Can be used for ...
Use this Event to directly import existing data from external Excel/CSV files.
Common Connections
![notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fa7ea521b-3f5f-4312-a8de-3066119086d4%2FUntitled.png?table=block&id=b2002bfc-545d-4387-9178-3056fe8bf396&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
Example Files
Preparing the CSV File
To ensure a smooth import, the file should:
- Be in a CSV format
- Dates should be in the first row
- The dates in the header row should not include hyphens
- All the numbers in the file should be positive and pasted without source formulas
- Delete the rows that calculate final values and totals
- Sample file: https://docs.google.com/spreadsheets/d/1vwbHcI-7AUfyTHM8KZxCu5_59nnJqE2pFzf6h6PrwY0/edit?usp=sharing
Edit Details Pane
1.
![Upload your CSV file](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fe8f7483e-04a7-47e2-a45c-11732fe4a3c6%2FScreen_Shot_2022-09-13_at_2.49.10_PM.png?table=block&id=ea01721a-6fd4-4ee6-9336-0dcb505495f2&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
2.
![Select ‘(empty)’ from the first dropdown selection and leave the second dropdown as is. Then select ‘Next’](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F5acdfd2d-2bb4-4f73-bcaf-ad38d3803297%2FScreen_Shot_2022-09-13_at_3.53.35_PM.png?table=block&id=2d3e34aa-34a6-4803-81cb-c726c539ad70&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
3.
![Manually select account types from the drop-down selection and add or remove accounts from the list](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F20faadc0-420d-4ccf-b5b0-3f80c2dc97de%2FScreen_Shot_2022-09-13_at_3.50.44_PM.png?table=block&id=af91b03b-75c2-4e03-afe5-93a92efb3876&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
4.
![An example of the automatically created Scenario, with Income and Expense Events, generated by the Import Event.](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Ffb143b22-6b80-4fd8-b0f4-85afc9920650%2FUntitled.png?table=block&id=048b019e-78bf-4b65-97e6-c2793a0e951d&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
5.
![Double click on the ‘Income Amount’ blank to explore more options](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F200159c5-8cd5-4e6a-b8df-bc4808219714%2FScreen_Shot_2022-09-26_at_10.45.18_AM.png?table=block&id=64dd8ad5-08f3-4b56-8aa2-4fa1648be198&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)
6.
![Click on ‘Manually Override Values’ from the last image to manually change numbers.](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F43a539bd-bddf-4e49-980b-545e3285e1bf%2FScreen_Shot_2022-09-26_at_10.45.30_AM.png?table=block&id=17e69232-c826-4e9b-9cf9-8dd1d73faf1d&space_id=0e71a836-dcb8-4853-8212-8b6a3c7053cd)