Ability to import income and expenses

This topic has 1 reply, 2 voices, and was last updated 8 years, 2 months ago by Master Toby Milroy.

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- August 11, 2017 at 8:06 AM #1201
  
  TestUser1001
  Participant
  
  I am a new user coming over from Zen Planner. In Zen Planner I have a a whole year’s worth of Income and Expenses that have been logged in. I have now been told that I will not be able to upload this information into Atlas, which means I am going to have to re-enter everything for a whole year. This will be a pain in the butt to say the least. Atlas should have a feature that allows the user to import this type of information. It really is not that huge of an undertaking development wise.
- August 14, 2017 at 10:46 AM #1202
  
  Master Toby Milroy
  Keymaster
  
  Hi Sir!
  
  Thanks for the feedback.
  
  We’ll definitely put this feature request on the roadmap.
  
  We currently don’t have an import feature for sales/transaction, because our system assigns sales to “products” and people, which would require all those datapoints to ‘match’ and updating many pieces of data at the same time.
  
  We’ll certainly put in in the “hopper” and have the team take a look!
  
  You MIGHT consider, as a work around, entering a few “totals” as new sales to get your numbers ‘right’, depending on how granular you need your reports to be.
  
  Our team would certainly be able to help if you like!
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