# Importing transactions via CSV

**URL:** <https://forum.manager.io/t/importing-transactions-via-csv/54198>\
**Category:** Uncategorized\
**Created:** [June 11, 2024, 9:58am UTC](https://forum.manager.io/t/importing-transactions-via-csv/54198 "2024-06-11T09:58:11Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![skycola](https://avatars.discourse-cdn.com/v4/letter/s/b5ac83/32.png) [@skycola](https://forum.manager.io/u/skycola)\
**Post date:** [June 11, 2024, 9:58am UTC](https://forum.manager.io/t/importing-transactions-via-csv/54198/1 "2024-06-11T09:58:11Z")

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I am new to Manager. My client has a lot of entries in spreadsheets. I would like to know if there is a function in Manager to import transactions to individual ledgers instead of keying in one transaction at a time. I have searched the forums without any result.

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [June 11, 2024, 10:00am UTC](https://forum.manager.io/t/importing-transactions-via-csv/54198/2 "2024-06-11T10:00:46Z")

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Batch update ( [Use Batch Create and Batch Update functions | Manager](https://www2.manager.io/guides/9572)) might work

Why do you want to import these transactions?

Usually when migrating a set of accounts, you would start with closing balances from the previous year, setting them as opening balances, and then enter the transactions for the current year

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**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [June 11, 2024, 10:49am UTC](https://forum.manager.io/t/importing-transactions-via-csv/54198/3 "2024-06-11T10:49:01Z")

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> [@skycola](#):
>
> is a function in Manager to import transactions to individual ledgers

@Joe91 is correct, in Manager this is done via Batch create. To understand the detailed formatting required enter some data manually the use `Batch update` to see what batch create would have been required (which is the same as Batch update except has no `Key` field.

Most tabs in Manager corresponded to a database table. Order the data import to ensure you start with non dependant data, then importing data which references already entered data.

For further in formation  
A forum search is a good place to start, such as [Search results for ‘Quick books import’ - Manager Forum](https://forum.manager.io/search?context=topic&context_id=47112&q=Quick%20books%20import&skip_context=true)

The advantage of doing so is summarised here [Can I import data from Quicken? - #6 by Patch](https://forum.manager.io/t/can-i-import-data-from-quicken/25987/6)

For how to do it see this post [How to import data from other accounting software - #6 by Patch](https://forum.manager.io/t/how-to-import-data-from-other-accounting-software/43210/6)

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**Author:** ![skycola](https://avatars.discourse-cdn.com/v4/letter/s/b5ac83/32.png) [@skycola](https://forum.manager.io/u/skycola)\
**Post date:** [June 11, 2024, 12:45pm UTC](https://forum.manager.io/t/importing-transactions-via-csv/54198/4 "2024-06-11T12:45:39Z")

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Thank you, both.

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**Author:** ![jeroen1](https://avatars.discourse-cdn.com/v4/letter/j/47e85d/32.png) [@jeroen1](https://forum.manager.io/u/jeroen1)\
**Post date:** [June 9, 2025, 11:11am UTC](https://forum.manager.io/t/importing-transactions-via-csv/54198/5 "2025-06-09T11:11:05Z")

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For myself, the reason is simple. I have some 15 years of historical transactions and after converting to Manager I want to be able to include this period in my analyses.