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      • Fincome vs. Cash Management Tools like Agicap
      • Fincome vs. Billing System Dashboards
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    • 📕Glossary
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  • User guide
    • Connect data sources
      • Import an invoicing file
      • Connecting my Chargebee account
    • Inviting users
      • Managing permissions
    • Segmenting Data with Analytical Axes
    • Revenue forecasts - Create my first scenario
    • Get my CMRR
    • Configure my acquisition expenses
  • Advanced features
    • Connecting subscriptions
    • Invoice discrepancies / overlaps
  • Understanding my figures
    • Recognizing churn
    • Fincome data vs invoicing data
      • Set up the calculation of my MRR and KPIs
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  • Prepare Your File
  • Connect your google sheet directly to your Fincome account
  • Common errors
  • Constraints list
  1. User guide
  2. Connect data sources

Import an invoicing file

Easily import your invoicing file into Fincome using our Google Sheets template. Follow our guide for correct formats and error checks to ensure a smooth upload.

PrécédentConnect data sourcesSuivantConnecting my Chargebee account

Dernière mise à jour il y a 8 mois

Prepare Your File

Google Sheet modele

We have created a template on Google Sheets to facilitate the validation of your file and better understand the expected format. You can find it here:

Once you've selected the template, you can start filling in the file with your billing data. The "Check File" button will validate the integrity of your file.

Upon the first launch, an authorization will be requested:

Once the file is completed, you can download it in xlsx format and import it into your Fincome dashboard!

Connect your google sheet directly to your Fincome account

Common errors

  • Customer not consistent / Invoice not consistent: The same customer/invoice is present twice with different properties (e.g., an invoice "in_1" marked as "paid" on one line, "unpaid" on another).

  • Missing mandatory value: Values are missing in mandatory columns (columns with blue headers).

  • Invalid periods: Incorrect values for period_start and period_end. Check the format (DD/MM/YYYY) and ensure period_start is before period_end.

  • Invalid type: Accepted values are "subscription" for invoice lines to include in MRR, "one-off" for one-time revenue.

  • Invalid invoice status: Accepted values are "open" (invoice issued and not paid), "pending" (payment processing), "paid" (invoice issued and paid), and "unpaid" (defaulted payment).

Excel template

You can also download the example and template file to understand the expected format from the Fincome dashboard import screen. You can use the "template" file as a base to integrate your data.

Constraints list

  • File format: .xlsx

  • All blue columns must be filled for each line; gray columns are optional.

  • For subscription lines, period_start and period_end cannot have the same date, and period_start must be before period_end.

  • Possible values for the "type" column are "subscription" for lines to include in MRR, "one_off" for one-time revenues.

  • The end date of a subscription period must match the start date of the following subscription period.

  • Dates must be formatted in Excel format DD/MM/YYYY.

  • Options for invoice status are "open" (issued and unpaid), "pending" (payment processing), "paid" (issued and paid), and "unpaid" (defaulted payment).

https://docs.google.com/spreadsheets/d/13rARpFsiOAVac78C0nmWneUBHuBBub1nSohUxkjAixA/template/preview
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