How to Import from Google Sheets
Follow these steps to correctly format and grant access to your Google Sheet for a one-time import.
Step 1: Format Your Sheet
Your sheet must have the exact column headers listed below, in the same order.
Important!
The system is case-sensitive. The
Kind column must be income, expense, or transfer. The Exclude column should be TRUE to ignore a row.| Kind | Date | Amount | Category | Budget | Wallet | Transfer In | Detail | Row | Exclude |
|---|---|---|---|---|---|---|---|---|---|
| expense | 2023-10-26 | 50000 | Food | Living Cost | BCA | Coffee | 1 | FALSE |
Step 2: Grant Access to Our Service
For a secure import, you must grant our automated service account `'`Editor`'` access to your sheet.
- In your Google Sheet, click the Share button in the top-right corner.
- In the "Add people and groups" field, paste the service account email below.
service-account@numio.app- Ensure the role is set to Editor. This is required for the service to read and process the data.
- Click Send. You can uncheck the "Notify people" box.
Step 3: Start the Import
Go back to the Settings page, paste your sheet URL, and click `"`Start Import`"`.