Obsidyun
Import Your Data

Import Your Data

Easily import your existing data into Obsidyun. Our import tools are designed specifically for small and medium businesses.

SME Data Import
Quick & Easy Setup
5min
Avg. Import Time
98%
Success Rate
5MB
File Size Limit
2hrs
Support Response
Simple 4-Step Process
Prepare Data2min
Upload File1min
Validate1min
Complete1min

Files Imported

24+5

Success Rate

98%+2%

Data Points

1.2K+300

Pending Review

3-2

Import Process

Prepare Your Data

Format your data according to our templates

Upload Files

Import your CSV files through our interface

Validate Data

Review and confirm your data is correct

Complete Import

Finalize and start using your data

Chart of Accounts

Requirements

  • CSV format only (max 5MB)
  • First row must contain column headers
  • Required columns: Account Name, Account Type, Description, Balance
  • Account names must be unique
  • Balances should be in decimal format (e.g. 100.00)
  • Empty balances will default to 0.00

Tips

  • Use the provided template for correct formatting.
  • Account names must be unique.
  • Balances should be in decimal format (e.g. 100.00).
  • Empty balances will default to 0.00.
  • All default accounts will be automatically included if missing from your import.

Account Categories

A

Assets

  • • Cash
  • • Bank
  • • Accounts Receivable
  • • Inventory
  • • Fixed Assets
  • • Other Assets
L

Liabilities

  • • Accounts Payable
  • • Credit Cards
  • • Long Term Liabilities
  • • Other Liabilities
E

Equity

  • • Owner Equity
  • • Retained Earnings
  • • Other Equity
R

Revenue

  • • Sales
  • • Service Revenue
  • • Interest Income
  • • Other Income
E

Expenses

  • • Cost of Goods Sold
  • • Operating Expenses
  • • Payroll Expenses
  • • Other Expenses

Inventory Import

Requirements

  • CSV format only (max 5MB)
  • First row must contain column headers
  • Required columns: Product Name, Quantity, Unit Cost, Price
  • Product names/codes must be unique
  • Quantities and prices should be in decimal format (e.g. 100.00)

Tips

  • Use the provided template for correct formatting.
  • Product names/codes must be unique.
  • Double-check your quantities and prices for accuracy.
  • Test with a small sample file before importing your full inventory.

Import Your Data

Drag and drop your file here, or click to browse

CSV files only, max 5MB

Ready to Add Your Team?

After importing your data, you can start adding team members to collaborate.

Back to Getting Started