Import my file

Once your billing file is correctly structured, you can import it into Fincome to automatically feed your key indicators: MRR, ARR, churn, revenue recognition, etc.

1. Available import methods

Option A — Excel file (.xlsx)

Download the Excel template from Fincome: Settings → Connect a billing system → Import an .xlsx file
Fill in the file with your billing data according to the rules seen in Prepare your import file.
Import your .xlsx file directly into Fincome. Make sure to fill in the "Date up to which the import applies *" with the last invoice issue date (i.e. the date in the "date" column closest to today).

Tip: start with a test of 5 to 10 rows to validate the format before importing your entire history.

Option B — Google Sheet (recommended if < 100,000 rows)

Import the template into your Google account: Settings → Connect a billing system → Sync a Google Sheet document.
Fill in the file with your billing data according to the rules seen in Prepare your import file.
You can check your file with the "Check file" button.
Share the file, read-only, with our Fincome account: fincome-ggsheet-connector-prod@fincome-ggsheet-connector-prod.iam.gserviceaccount.com
Paste the link on the Fincome page

On the first launch, an authorization will be requested:

2. Load the file into Fincome

Log in to Fincome then go to: Settings → Connect a billing system → Import an .xlsx file
Name the source (e.g. "2023 history" or "Complementary Stripe import").
Select the import end date.
Import your Excel file.
Fincome automatically analyzes the structure and validates compliance.
In case of an error, a precise message is displayed with the rows and fields concerned to make correction easier.

3. Troubleshooting: common errors

Error message	Interpretation	Solution
Inconsistent customer/invoice information	The same ID (`invoice_id`, `customer_id`) contains different attributes	Harmonize the fields on all the rows concerned
Invalid type	Unrecognized value in the `type` column	Use only `subscription`, `one_off`, or `future_sub`
Invalid period	`period_start` ≥ `period_end` or dates in text format	Check the Excel format and the chronological order
Invalid status	Unauthorized invoice or subscription status	Correct according to the accepted values (`open`, `paid`, etc.)
Rejected dates	Values not recognized as Excel dates	Reconvert the column to Date (DD/MM/YYYY) type
Non-numeric amount	Cells containing text instead of a number	Reformat the column as Number, without thousands separators

💡 Advice: to quickly identify a problem, test with a mini-file of 3 to 5 rows before re-importing everything.

4. Post-import checks

Once the file is imported and validated, you can check the consistency of the data:

Compare your indicators before/after import: MRR, ARR, churn, total revenue.
Open the Revenue dashboard to distinguish one-time from recurring revenue.
Explore the "MRR Movements" section to analyze upsells, churns, or possible errors.
If needed, adjust rows directly in Fincome (see Adjust and correct invoice lines).

You can follow these steps.

5. FAQ — Import and validation

→ How to avoid duplicates when re-importing?
Use stable identifiers (customer_id, subscription_id, invoice_id). To correct already imported rows, re-import the same file with the updated fields: Fincome will automatically replace the existing data. You can also delete the previous dataset, complete it, and re-import it.

→ Can the import be simulated before applying it in production?
Yes. Import a test file with a few rows: you can then delete it without impact. A sample template is available in Settings → Connect a billing system → Import an .xlsx file, then click Download the template.

→ Who can perform an import and where can the full documentation be found?
Only Fincome administrators have import rights. If the menu does not appear, contact your instance's administrator or your CSM.

→ How is our data secured during the import?
Exchanges are protected by connections encrypted in transit and at rest. No data is shared with third parties without your consent. These guarantees are part of our security framework validated by the SOC II Type 1 certification.

→ What if the tool reports "Invalid period" even though my dates seem correct? Check:

That the cell format is indeed "Date" (not text);
That no stray space or character is present;
That period_start is earlier than **period_end**;
That the time zones of your exports have not shifted the dates (a common case with timestamps).

→ Can CARR/CMRR be tracked according to discount end dates or pricing tiers?
Yes. Fincome supports tracking ramp-ups and discount ends. Simply make sure the periods are correctly segmented in your subscription rows.

→ After the import, how can I make sure the figures are consistent?
From your Fincome workspace:

Compare the total MRR/ARR before/after import,
Check the breakdown by customer, plan, and currency,
Check the MRR Movements section to detect possible inconsistencies (churns, plan upgrades, etc.).

Updated on: 03/07/2026

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