Import my file

This guide explains how to import your file, understand the validation steps and resolve any detected errors.

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

1. Available import methods

Option A — Excel file (.xlsx)

  1. Download the Excel template from Fincome: Settings → Connect a billing system → Import a .xlsx file

  2. Fill the file with your billing data according to the rules seen in Prepare your import file.

  3. Import your file directly .xlsx into Fincome. Make sure to provide the "Import up to date *" 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)

  1. Import the template into your Google account: Settings → Connect a billing system → Sync a Google sheet document.

  2. Fill the file with your billing data according to the rules seen in Prepare your import file.

  3. You can verify your file with the "Check file" button.

  4. Share the file, read-only, with our account fincome: fincome-ggsheet-connector-prod@fincome-ggsheet-connector-prod.iam.gserviceaccount.com

  5. Paste the link on the Fincome page

On first run, an authorization will be requested:

2. Upload the file into Fincome

  1. Log in to Fincome then go to: Settings → Connect a billing system → Import a .xlsx file

  2. Name the source (e.g. “History 2023” or “Additional Stripe import”).

  3. Select the import end date.

  4. Upload your Excel file.

  5. Fincome automatically analyzes the structure and validates compliance.

  6. In case of an error, a precise message is displayed with the affected lines and fields to facilitate correction.

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 across all affected rows

Invalid type

Unrecognized value in the column type

Use only subscription, one_off or future_sub

Invalid period

period_start ≥ period_end or dates in text format

Check the Excel format and chronological order

Invalid status

Invoice or subscription status not allowed

Correct according to accepted values (open, paid, etc.)

Dates rejected

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 thousand separator

💡 Advice : to quickly identify an issue, test with a mini-file of 3 to 5 rows before reimporting the whole set.

4. Post-import checks

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

  1. Compare your metrics before/after import: MRR, ARR, churn, total revenue.

  2. Open the Revenue dashboard to distinguish one-off revenue from recurring.

  3. Explore the “MRR Movements” section to analyze upsells, churns or potential errors.

  4. 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, reimport the same file with the updated fields: Fincome will automatically replace the existing data. You can also delete the previous dataset, complete it and reimport it.

→ Can we 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 in Settings → Connect a billing system → Import a .xlsx file, then click Download the template.

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

→ How are our data secured during import? Exchanges are protected by encrypted connections 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.

→ What to 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 the time zones of your exports have not shifted the dates (common with timestamps).

→ Can we track CARR/CMRR according to discount end dates or pricing ramps? Yes. Fincome supports tracking ramps and discount ends. Just ensure periods are correctly segmented within your subscription rows.

→ After import, how can I ensure the numbers are consistent? From your Fincome space:

  • Compare the total MRR/ARR before/after import,

  • Check the breakdown by customer, plan and currency,

  • Consult the MRR Movements section to detect possible inconsistencies (churns, plan upgrades, etc.).

6. Related articles

PreviousPrepare my fileNextConnect my Pennylane account

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