Figena
Prepare, sample, validate, and reconcile an import before relying on it.
Remove duplicate rows, confirm date formats, and make currency codes explicit. Keep an unchanged copy of the original file for reference.
Confirm the workspace and account before starting. Historical records should not be mixed into a test or unrelated workspace.
Match dates, amounts, currencies, accounts, categories, and notes to the corresponding Figena fields. Leave uncertain optional fields blank instead of guessing.
Import a small, representative set first. Review positive and negative amounts, dates, categories, account balances, and duplicate behavior.
Compare imported totals with the source statement or report. Investigate differences before importing the remaining records.
Record the source file name, import date, destination workspace, row count, and any excluded rows so future reviewers can understand the migration.