Import data from (almost) any system!

Does your company issue dozens of invoices at the beginning of every month? Then our new data upload feature will make things easier for you.

Tailwind has supported data import from banks from the very beginning. You can sync your forecast with 2000+ banks in Europe and our users greatly appreciate it. It’s fairly straightforward with the banks as European Commission has set certain standards as to what information should be made available and how.

But when it comes to other systems that entrepreneurs use such as accounting or invoicing tools, it’s still a bit of a Wild West. Almost everyone supports some kind of integrations but the standards can be very different. We are determined to build direct integrations with at least the most popular systems as well. But as the first step we have enabled data import from Excel files. Which means you can import from wide variety of systems as many allow data export to Excel.

To import data into your forecast from sources other than banks, please log into your forecast, then go to Settings / Company and choose Import transactions there:

You will see a brief instruction. Please make sure the sequence of columns in your file is as described:

Upon successful completion of import you will see this message:

The imported transactions are added as planned transactions in your forecast. They can be edited, rescheduled or deleted as any other planned transaction.