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 following the rules seen in Prepare my file.
Import your .xlsx file directly into Fincome. Make sure to set the "Date up to which the import runs" with the last invoice issue date (i.e. the date in the "date" column that is 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)

https://app.guideflow.com/embed/5pvylxswpn

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 following the rules seen in Prepare my file.
You can check your file with the "Check file" button.
Share the file, in read-only mode, 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 run, you will be asked for an authorization.

2. Load the file into Fincome

https://app.guideflow.com/embed/9r2y14daok

Log in to Fincome then go to: Settings → Connect a billing system → Import an .xlsx file
Name the source (e.g. "History 2023" or "Additional Stripe import").
Select the import end date.
Import your Excel file.
Fincome automatically analyzes the structure and validates compliance.
If your file contains errors, the import is not validated: Fincome displays a message inviting you to check the error file. This file, downloadable directly on the import page (where you load your file), contains only the rows in error, with the reason for each error.
Use this file as a reference to identify what needs to be corrected. Corrections are not made in the error file, but in your original import file: delete the file you just imported, correct your original file using the error file, then re-import it.

3. Troubleshooting: common errors

The table below helps you interpret the error reasons listed in the error file.

Error message	Interpretation	Solution
Inconsistent customer/invoice information	The same ID (`invoice_id`, `customer_id`) contains different attributes	Harmonize the fields across all the relevant rows
Invalid type	Value not recognized 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	Invoice or subscription status not allowed	Correct according to the accepted values (`open`, `paid`, etc.)
Rejected dates	Values not recognized as Excel dates	Reconvert the column to type Date (DD/MM/YYYY)
Non-numeric amount	Cells containing text instead of a number	Reformat the column to Number, without a thousands separator

Tip: to quickly identify a problem, test with a mini-file of 3 to 5 rows before re-importing the whole set.

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-off revenue from recurring revenue.
Explore the "MRR movements" section to analyze upsells, churns, or any errors.
If needed, adjust rows directly in Fincome (see Adjust and correct invoice line items).

You can follow these steps.

5. FAQ — Import and validation

How can I avoid duplicates when re-importing?
Use stable identifiers (customer_id, subscription_id, invoice_id). To correct rows already imported, 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 I simulate the import 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 under Settings → Connect a billing system → Import an .xlsx file, then click Download the template.

Who can run an import and where can I find the full documentation?
Only Fincome administrators have import rights. If the menu does not appear, contact the administrator of your instance or your CSM.

How is our data secured during 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 should I do if the tool reports "Invalid period" while my dates seem correct?
Check:

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

Can I track CARR/CMRR by discount end dates or pricing tiers?
Yes. Fincome supports tracking ramp-ups and discount ends. Just make sure the periods are correctly segmented in your subscription rows.

After the import, how do 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, and review the MRR movements section to detect any inconsistencies (churns, plan upgrades, etc.).

Updated on: 23/07/2026

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