Import Data into Bkper

Importing data into Bkper is straightforward because it leverages the Bkper Agent’s capabilities to match transactions to the right Accounts — avoiding the complexity of mapping fields between systems.

You can import data from several sources, including Bank Connections, CSV files, Google Sheets, and Google Apps Script.

Common reasons to import data:

• Start a Book with historical data
• Periodically update a Book from an external source
• Merge transactions from another Book
• Copy transactions from another Book

Importing from Google Sheets

Use the Bkper Add-on for Google Sheets to import data directly from a spreadsheet.

Open the add-on from Extensions > Bkper > Open.

Select the cells containing the data you want to record.

Choose the Book where you want to import the data, then press Record. The selected rows are recorded as drafts in your Book.

Tip

For the best results with the Bkper Agent’s auto-discovery, order your data as: Date | Amount | From Account | To Account | Description | URLs

For example: 01/25/2018 34.67 Bank Transportation filling gas https://receipturl

To copy or merge transactions between Books, first export the transactions to a Google Sheet, then import them into the target Book using the steps above.

Batch importing Accounts

The Bkper Add-on for Google Sheets also makes it easy to create Accounts in bulk. This is especially useful when setting up a new Book from a template or migrating an existing Chart of Accounts.

Open a Google Sheet and go to Extensions > Bkper > Open. Select your Book, switch to the Record tab, and choose Accounts. Highlight the cells containing the Account data you want to import, then click Record.

The new Accounts appear immediately in your Book, ready for use.

Tip

Enable the Highlight checkbox in the add-on so that Account rows in Google Sheets are color-coded to match their Account Type in Bkper, making it easier to review what you imported.