What are Import Rules?

When importing your data to Wallet, you can set rules on how your data should be read from your file and show up in the app. 

Once you start importing a file, Wallet will show you this screen:

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In the first section of the screen, as shown above, you'll see Your Import File Settings.

Here's what the four fields in this section mean:

Delimiter character: This is the character that that separates independent regions in your data file. Currently, Wallet only supports comma (,), semicolon (;) and hash (#) as delimiter characters, if your file has a different delimiter character, click here to learn more. 

Has header row: This tells you if your data file has a header row or not. 

First row: Indicates the row from which Wallet will start generating records. 

Last row: Indicates the row up to which Wallet will create records. 

Wallet processes your data file and automatically makes guesses for each of these fields. But you're free to make changes by clicking on the arrow in each field, which will open a drop down menu. 

In the next section, you'll see the Minimum required Fields.

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These show the minimum required information your data file should have for a corresponding Record to be generated in Wallet.

The left-hand side of this section shows the required fields in Wallet. i.e, Amount and Record Date.

The right-hand side of this section shows the Fields in CSV, or the available options in your data file. 

Make sure that the data appearing beneath each of the required field is, in fact, corresponding to the field or not. If not, you can edit this by going through the available options in the drop down menu on the right. 

For instance, in the above example, the number beneath the field Amount is 1. And to its right, Wallet says that this information has been taken from the field named Sl. No. in the CSV file. But we know that this stands for Serial Number and that the data in this field is not right. So click on the arrow next to it to select an Amount from the available options.

Note: The CSV file uploaded in this example has headers, which is why it shows clear field names. If your data file doesn't have a header, this section may only show "Column 1, Column 2..." etc. or just plain numbers. Browse through the available options until you find the right value corresponding to the field on the left. 

Once you have set the minimum required fields, move on to the next section.

This is the Other Transaction fields section. Here you'll be able to enter more details of your data. 

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Here you see the same structure, but Wallet asks you for three different fields: Note, Payee and Currency Code.

As explained above, toggle through the available options until you assign the right values to the fields.

Sometimes your data file may not have the required fields as listed onscreen. If so, select the None option from the drop down menu. 

If you want Wallet to auto-categorize our data, make sure that you set the right value for the Note field.

Once done, click on the check mark to confirm these rules. If there is an error, Wallet will notify you and you can rework your rules. Wallet also gives you a preview of how the first record of your data will look in Wallet. You can double check your rules and go back to edit them if you aren't happy. 

Wallet will remember the Import rules you set for your future imports. You can change them, if needed, depending on the structure of your data files. 

 

 

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