Importing Financial Data

Upload CSV or Excel files to import financial statements into Levelup.

You can upload CSV or Excel files to import income statement and balance sheet data into Levelup.

Overview

The file import wizard guides you through uploading a financial data file, selecting the statement type, mapping accounts to standardized categories, and reviewing the data before it is written to Levelup. You can import data for a single period or multiple periods at once.

The wizard auto-detects the file format and suggests account category mappings, which you can adjust before confirming the import.

Required role: Admin or Owner

Accessing the Import Wizard

Open a company from the portfolio.
Go to Company > Import Data in the sidebar navigation.

The route is company/:id/import.

File import is not available for companies with an active accounting integration (e.g., Xero). Disconnect the integration before importing CSV/Excel data.

Supported File Formats

Format	Extension	Notes
CSV	`.csv`	Comma-separated values
Excel (modern)	`.xlsx`	OpenXML spreadsheet
Excel (legacy)	`.xls`	Legacy Excel format

Maximum file size: 10 MB
A downloadable template is available on the upload step (import-template.xlsx).

File Layout

The wizard supports two layout formats. It detects the format automatically based on the column headers.

Multi-period format

Column headers contain dates (e.g., Jan 2025, 2025-02-01). Each row represents one account, and each date column holds the amount for that period.

Account Name	Category	Jan 2025	Feb 2025	Mar 2025
Revenue	Income	50000	52000	55000

Single-period format

Each row contains an account name, a date/period column, and an amount column. Multiple rows for the same account with different dates are grouped automatically.

Account Name	Date	Amount
Revenue	2025-01-01	50000
Revenue	2025-02-01	52000

The wizard recognizes common header names such as Account, Name, Description, Date, Period, Month, Amount, Balance, Value, Category, and Type.

Import Wizard Steps

Step 1: Upload

Drag and drop your file onto the upload area, or click to browse.
Wait for the file to be parsed. The wizard displays the detected format (single-period or multi-period), the number of accounts found, and the sheet names (for Excel files).
To replace the file, click the trash icon next to the file name and upload a new one.

If you need a starting point, click Download Template below the upload area.

Step 2: Statement Type

Select the type of financial data in the file:
- Income Statement -- revenue, expenses, and net income (profit and loss)
- Balance Sheet -- assets, liabilities, and equity
- Both -- the file contains both income statement and balance sheet data
If the wizard detects the statement type from sheet names (e.g., a sheet named "Profit and Loss"), it suggests a type. Click the suggestion to accept it.

Step 3: Account Mapping

Each account row from your file is listed in a mapping table. The wizard auto-maps accounts to standardized categories where it can.

For each account row, you can:

Set the category -- Click the category dropdown and select the correct category (e.g., Income, Direct Costs, Expenses, Bank, Accounts Receivable, Fixed Assets, Equity). Available categories depend on the statement type selected in Step 2.
Toggle the sign -- Use the Negative switch if the amount values should be treated as negative (e.g., contra-revenue accounts).
Exclude a row -- Click Exclude to skip subtotal or summary rows. The wizard auto-excludes rows it identifies as subtotals (e.g., rows named "Total Revenue" or "Net Income").
Include a previously excluded row -- Click Include to re-add an excluded row.

Use the Filter accounts field to search for specific account names.

Confidence indicators:

Badge	Meaning
Auto Mapped (green)	High-confidence automatic match
Suggested (yellow)	Medium-confidence suggestion -- verify before proceeding
Manual (red)	You selected the category manually
Excluded (gray)	Row is excluded from the import

All accounts must be mapped to a category before you can proceed to the next step.

Mapping Templates

You can save and reuse mapping configurations across imports.

To save a template:

Complete all account mappings.
Click Save as template.
Enter a name (e.g., "QuickBooks Standard Mapping").
Click Save template.

If you save a template with the same name as an existing one, it overwrites the existing template.

To load a template:

Click Load template.
Select a template from the list. The wizard re-analyzes your accounts using the saved mapping configuration.

To delete a template:

Click Load template.
Click the trash icon next to the template name.

Templates are scoped to your organization. Any Admin or Owner in the organization can use them.

Step 4: Preview

Review the import summary before proceeding:

Total accounts and periods to import
Confidence breakdown (matched, suggested, manual)
Period range
Any warnings (unmapped accounts that will be skipped, manually mapped accounts to verify)

A Data Replacement Notice appears if data already exists for the selected date range. Proceeding replaces existing data for the affected periods and statement type.

Review the account mapping table showing source account names, assigned categories, sign, period count, total amounts, and confidence.
Review the Import Details section (statement type, company, file name, period range, account count, excluded rows).
Click Import Data to proceed.

Step 5: Import

The import executes automatically when you reach this step. Do not close the page while the import is in progress.

On success:

A summary displays the number of records written, accounts imported, and period range.
KPI calculations are triggered automatically and update shortly after.
Click View Company to go to the company overview, or click Import Another File to start a new import.

On failure:

An error message describes what went wrong.
Click Retry Import to try again.

Deleting Imported Data

You can delete a completed import from the Import History section below the wizard.

Go to Company > Import Data.
Scroll down to the Import History table.
Click Delete next to the import you want to remove.
Read the confirmation dialog. Deleting an import permanently removes all financial data that falls within the date range of that import, including data from other sources within the same range.
Click Delete to confirm.

This action is irreversible. If no other imports remain for the company, the accounting software designation is reset.

Permissions

Action	Admin	Owner	Member	Guest
Upload and import data	Yes	Yes	No	No
View import history	Yes	Yes	No	No
Delete imported data	Yes	Yes	No	No
Save/load/delete mapping templates	Yes	Yes	No	No

Limitations

File import is disabled for companies with an active accounting integration. Disconnect the integration first.
Maximum file size is 10 MB.
Supported file types are .csv, .xlsx, and .xls only.
All period dates must fall on the first day of a month (UTC).
Duplicate account-period combinations within a single file are not allowed.
Importing data for a date range that already contains data replaces the existing data for that range and statement type.
Deleting an import removes all data in the date range of that import, not just the rows from that specific import.
Mapping templates are organization-scoped. They are not shared across organizations.
The import history displays the 10 most recent imports for the company.

Next Steps

Chart of Accounts Mapping -- Review and adjust how accounts are categorized
Managing Integrations -- View and manage connected accounting providers
Integration Sync and Troubleshooting -- Monitor sync activity and resolve issues

Chart of Accounts Mapping

Portfolio Dashboard