Learn how to import Cashflow data into Caflou, via a CSV file.
You can download the Cashflow import template here: 💾 TEMPLATE FOR IMPORT INTO CASHFLOW (download as CSV or as XLSX if you want to modify the file in MS Excel).
❗ Make sure that if you are using company, project, task, category and source attributes in the import file, that these already exist in Caflou (i.e. have companies imported before cash flow data, have categories and sources set up before the import, have projects and task set up in Caflou before the import).
If you have any questions about how to use Caflou, please feel free to talk to us via a chat feature inside Caflou ❤