Assistance in uploading a csv/excel file to Wave
CJ_1978
Member Posts: 1
Hi Guys!
I am excited about joining this group. Looking forward to helping anyway i can. I have a quick one for you. How do I upload a CSV or excel file to wave? I see an option for exporting a file but none for importing. Can anyone help, please?
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Comments
Hey @CJ_1978! If you are looking to upload your CSV files into Wave (my assumption is that they are bank statements) - you would just need to go to the Transactions page and select from the 'More' drop down, then choose upload a bank statement (see screenshot).
Another option is to potentially upload different sets of data, if that's what you're looking to do in Wave through our Wave Connect feature: https://support.waveapps.com/hc/en-us/articles/360020768272-Wave-Connect-Easily-import-and-export-data-with-Wave-s-Google-Sheets-add-on-
Hope that helps!