Importing your data

Bring members, payments, expenses and collections in from a spreadsheet.

If you are already keeping records in a spreadsheet, you do not need to type everything in again. The Import & export section lets you import your existing records from a CSV file, which is simply a spreadsheet saved in the CSV format. This brings your history into InflowBooks in one go.

What you can import

The Import and export section can bring in four kinds of records. Each one expects slightly different information.

Members: Names, subscriptions and profile details. For mahallu masjids this can include houses and relationships. Include opening balances so any amount already owed starts out correct.
Payments: Historical receipts. Members must be imported first, because each payment attaches to an existing member. Importing payments adjusts each member’s balance.
Expenses: Past outgoings. Categories and vendors are created as needed while the file is read.
Collections: Past lump-sum donations. Sources are created as needed while the file is read.

app.inflowbooks.in/data

Import data

Upload CSV

Members

Names, subscriptions, balances

Payments

Historical receipts

Expenses

Past outgoings

Collections

Lump-sum donations

The Import and export section lists each kind of record you can bring in.

Importing a file

Open the Import & export section from the menu.
Choose what you want to import: Members, Payments, Expenses or Collections.
Prepare your spreadsheet and save it as a CSV file.
Upload the file and match the columns in your spreadsheet to the fields InflowBooks expects.
Review the preview and confirm. Your records are then added.

Exporting your data

The Import and export section also works the other way. You can export your records out of InflowBooks at any time. For a fuller picture, complete statements and registers can be produced from Reports as a PDF for printing and sharing, or as a CSV for your own spreadsheets.