CSV Import

The CSV Import lets you bring financial data into Monitr from any source — accounting software that doesn't have a native integration, legacy systems, or manual data. Upload a formatted CSV and Monitr processes it as if it came from a connected integration.

GL data via CSV

When to use

• Your accounting software isn't on the supported integrations list
• You're migrating from a legacy system and want to import historical data
• You have a custom data source (e.g. management accounts from a spreadsheet)

Creating a CSV Import integration

To import GL data via CSV, you first need to create a CSV integration:

1. Go to Integrations.
2. Click CSV File.
3. In the "Add CSV integration" panel, enter a name for the entity this CSV integration will be linked to in the Entity Name field.
4. Click Save.
5. A dialog box will appear asking if you want to go to the entities page to upload your data. Click Yes to proceed to the upload page, or No to close the dialog and upload later.

CSV format

Download the CSV template from the Integrations CSV import page. The template includes the required columns:

Column	Description
date	Transaction date (YYYY-MM-DD)
account_code	GL account code
account_name	GL account name
description	Transaction description
debit	Debit amount (positive number or blank)
credit	Credit amount (positive number or blank)
dimension1	Analytical axis value (optional)
dimension2	Second analytical axis (optional)

Uploading GL data

1. Go to Integrations.
2. Click CSV File.
3. Download the template.
4. Fill in your data.
5. Upload the file.
6. Review the preview (Monitr shows the first rows before importing).
7. Confirm the import settings, including the Delimiter (e.g., comma, semicolon). Monitr will now validate the selected delimiter during the import process and display an error if parsing fails. If the CSV file cannot be parsed due to an incorrect delimiter or other formatting issues, Monitr will display a specific error message indicating the problem.

Monitr processes the CSV and creates/updates GL records. Subsequent uploads are incremental — duplicate transaction IDs are skipped.

Managing CSV imports

Once uploaded, the CSV integration card shows the entity you assigned it to. Click the Settings (gear) icon in the integration card title area.

Click the Settings (gear) icon to remove the CSV import or delete the integration.

Subscription data via CSV

The CSV format also supports importing subscription/MRR data for the Recurring Revenue module. Use this if your subscription billing platform doesn't have a native Monitr integration.

Subscription CSV columns

Column	Description
period	Month (YYYY-MM)
new_mrr	New MRR added in this period
churned_mrr	MRR lost in this period
expansion_mrr	Expansion MRR
contraction_mrr	Contraction MRR

Upload via Integrations → CSV Subscriptions.

Notes

• CSV imports are processed as one-time uploads. Unlike OAuth integrations, they don't refresh automatically. Re-upload each month to keep data current.
• Ensure your CSV uses the correct date format and consistent account codes.
• Large CSV files (>50,000 rows) may take a few minutes to process.