Step 1
Choose the active Profile.
Step 2
Upload the spreadsheet from Imports.
Step 3
Review the accounts, sheets, and rows Clover found before confirming them.
Common questions
Can Clover import Excel workbooks?
Yes. Clover can process supported Excel workbooks as well as CSV and TSV files. Clear column headings, dates, descriptions, and amounts help produce better results.
Can one file contain more than one account or sheet?
Yes. Clover can inspect multi-sheet or multi-account files and separate the useful records. Review the proposed accounts and rows before confirming them.
Can I import account balances or investments from a spreadsheet?
Yes, when the workbook includes recognizable account, balance, holding, or transaction data. Clover will show what it found so you can correct anything before saving.
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