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File Requirements and Templates

CSV file requirements and templates

Use this page as a quick checklist before you import. For full column lists (required and optional fields for each record type), open Importing Files. For the import steps themselves, see Utilities and Logs (Import Data).

General CSV rules
  • Save files as .csv (comma-separated text).
  • Put column names in the first row of every file.
  • Separate columns with commas. If a value contains a comma, wrap the whole value in double quotes.
  • Format dates as yyyy-mm-dd where the importer expects a date.
  • Use a period (.) as the decimal separator for money amounts unless your import screen says otherwise.
Import order (when you use several files)

Import in this order so relationships resolve correctly: Clients, then Quotes, Quote Items, Invoices, Invoice Items, Payments, Expenses (if applicable), then Item Lookups. Your installer's Import Data screen may list only the types your plan supports - follow that list if it differs.

Where to get templates

In Xagle, open System (gear) > Utilities and Logs > Import Data. Choose a record type; the screen provides the layout your build expects and any download for a starter file. Match column names to the template so field mapping succeeds.

If an import fails
  • Confirm required columns are present and spelled like the template.
  • Check that related records already exist (for example, invoice items need a matching invoice number).
  • Tax and payment method columns usually must match names already in Xagle (tax rate name, payment method name), not free text.
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