Skip to main content

How can I format dates to import into Fintesk?

Fintesk supports multiple date formats and configurations. When importing your own dates into any date-specific field, there are a few things to take into consideration:

tip

Note: This action is only available to admin users.

  • How are you entering your data? 4/04/2016 or 2016/04/04 for example.
  • How is the column in your spreadsheet formatted? Date, General, or Text for example.

The image below shows you an import that was done using several different formatting techniques and how they showed up in Fintesk.

Study the image to see how your dates will turn out:

Mapping in Fintesk​

Once you import your spreadsheet, if Fintesk can identify the format of your dates without any confusion, no action is needed. If Fintesk can't identify the format of your dates, it will prompt you to specify your spreadsheet's formatting.

hci01

hci02

How to format your columns in excel​

Spreadsheets can have their cells formatted for special types of data. Often, you may receive a spreadsheet that's already formatted, or you may have to format your own data. Here's how to edit the format of your columns in Excel:

Right-click the head of your column > Format Cells > Choose your desired format.

hci03