Use the user interface when you need to share a file occasionally and automation is not worth setting up yet.
For recurring feeds, prefer Actuals SFTP, an application connector, or a database connector.
When to use it
- Low-frequency or one-off uploads
- Quick corrections or catch-up files
- Prototyping a CSV layout before automating
How it works in the new app
- Prepare a CSV with a header row (other formats only if your implementation consultant agrees).
- Open Import › Files (or the upload action on the relevant source).
- Select the correct source and upload the file.
- Confirm ingestion under Import › Files, then inspect rows in Import › Raw Data Explorer if needed.
If processing fails or the layout needs extra configuration, contact your Actuals account manager or implementation consultant.
Example
Export transactions from a warehouse or operational system, reshape columns, and save as CSV. A typical orders file might include:
- Order ID (unique)
- Timestamp (
yyyy-MM-dd'T'HH:mm:ssZ)
- Country
- Amount
- Order type
- VAT code
- Payment type
Upload that file against the matching Import source.
Related
- Import › Setup › Sources — define where the file belongs
- Import › Files — watch upload status
- Data integration hub — compare with other methods