# Import my file

Once your billing file is correctly structured, you can import it into Fincome to automatically populate 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](/help-center/en/guide/sources/import-a-billing-file/prepare-my-file.md).
3. Import your file directly `.xlsx` into Fincome. Be sure to fill in the "Import end date \*" with the last invoice issue date (i.e. the date from the "date" column that is closest to today). 

{% hint style="info" %}
**Tip** : start with a test of 5 to 10 rows to validate the format before importing your entire history.
{% endhint %}

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

{% @guideflow/guideflow-embed requestedUrl="<https://app.guideflow.com/player/5pvylxswpn>" %}

1. Import the template into your Google account: **Settings → Connect a billing system → Sync a Google Sheet document.**&#x20;
2. Fill the file with your billing data according to the rules seen in [Prepare your import file](/help-center/en/guide/sources/import-a-billing-file/prepare-my-file.md).
3. You can check your file with the "Check file" button.
4. Share the file, read-only, with our Fincome account: <fincome-ggsheet-connector-prod@fincome-ggsheet-connector-prod.iam.gserviceaccount.com>
5. Paste the link on the Fincome page

{% hint style="info" %}
On first launch, an authorization will be requested:<br>

<img src="https://storage.crisp.chat/users/helpdesk/website/620ea71851239000/authgsheet_d6w5a9.png" alt="" data-size="original">
{% endhint %}

### 2. Upload the file to Fincome

{% @guideflow/guideflow-embed requestedUrl="<https://app.guideflow.com/player/9r2y14daok>" %}

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 rows 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.)    |
| **Rejected dates**                            | Values not recognized as Excel dates                                    | Convert the column back to type **Date (DD/MM/YYYY)**          |
| **Non-numeric amount**                        | Cells containing text instead of a number                               | Reformat the column as **Number**, without thousands separator |

> 💡 **Advice** : to quickly identify a problem, test with a mini-file of 3 to 5 rows before reimporting the whole dataset.

***

### 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 revenue.&#x20;
3. **Explore the “MRR Movements” section** to analyze upsells, churns, or potential errors.
4. If needed, adjust lines directly in Fincome (see Adjust and correct invoice lines).

{% hint style="info" %}
You can follow [these steps](/help-center/en/avancees/required-step-data-scoping.md).&#x20;
{% endhint %}

### 5. FAQ — Import and validation

**→ How to avoid duplicates when re-importing?**\
Use **stable identifiers** (`customer_id`, `subscription_id`, `invoice_id`).\
To correct lines 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 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 on **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 set to “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 (a common case with timestamps).

***

**→ Can CARR/CMRR be tracked according to discount end dates or pricing tiers?**\
Yes. Fincome supports tracking of **ramp-up tiers** and **discount end dates**.\
Just ensure that periods are correctly segmented in your subscription lines.

***

**→ After import, how do 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

* [Prepare your import file](https://help.fincome.co/guide/sources/importer-un-fichier-de-facturation)
* [Connect and enrich your data via the Fincome API](https://help.fincome.co/guide/connecter-et-enrichir-ses-donnees-de-facturation-via-lapi-fincome)
* [Frame your revenue and your MRR – ARR](https://help.fincome.co/avancees/cadrage-des-revenus-et-du-mrr-arr)
* [Using filters and breakdowns in Fincome](https://help.fincome.co/conduite-danalyses-approfondies/utiliser-les-filtres-et-la-decomposition-dans-fincome)


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