Our transaction import tool now accepts CSVs directly exported from Piere, as well as the old Mint format. To get a compatible file, you can now just export your transactions from the “All Transactions” page in Piere.
Video Guides #
We have two quick guides to help with the import process:
Formatting Your CSV #
Formatting is key for a successful import. A CSV file is a plain text file with values separated by commas. Unless you exported your CSV directly from Piere, please ensure your CSV has 9 columns with the exact headers below (column headers are case-sensitive). Fields marked with an asterisk (*) are required:
- Date*
- Description*
- Original Description*
- Amount*
- Transaction Type*
- Category*
- Account Name*
- Labels
- Notes
Formatting Rules:
- Date: Use the MM/DD/YYYY format.
- Amount: Remove commas in the thousands place (e.g., use 1000.00, not 1,000.00).
- Transaction Type: Must be “debit” or “credit” (lowercase).
- Labels: Tags are separated by spaces. For example, “Trip to Spain” creates three tags: “Trip”, “to”, and “Spain”. To avoid breaking tags at each space, you can use underscores (e.g., “Trip_to_Spain”).
- No Empty Rows: Remove all blank rows before uploading.
How to Import Your CSV #
Once your CSV is correctly formatted, generate an upload link in the Piere app:
- Go to Profile -> Add Account -> Import Transactions to Piere.
- You’ll receive an upload link via email (sent to the email address you used to sign up for Piere).
- Open the link and upload your CSV file.
- After uploading, go to the Piere app home page. A new widget will appear to help you complete the migration.
Important: If you’ve just connected an account, wait at least 10 minutes for transactions to sync before completing the migration to avoid duplicate transactions.
Completing the Migration #
- Map the categories from your CSV to Piere’s categories.
- Map the accounts from your CSV to the accounts you’ve connected in Piere.
- Any unmapped accounts will have their associated transactions excluded from the import.
- Choose which transactions should be prioritized.
- Press Submit. Your transactions will appear in the transactions list within a few minutes.
FAQs #
Q: Why do I receive a “file upload failure” message?
A: This usually indicates a formatting error. Refer to the guidelines above or email us at contact@piere.com, and we’ll be happy to help.
Q: How long does it take for my CSV to process?
A: The process should take less than 5 minutes. If it’s taking longer, you may be importing too many transactions. Please undo your import (Profile -> Settings -> Scroll down to ‘Undo transaction imports’), and try a smaller batch. Another cause of this could be due to an error in transaction dates. Make sure no transaction dates are over 25 years old and this will cause the system to time out.
Q: Can I import more transactions after my first CSV?
A: Yes! You can upload unlimited CSVs, but only one at a time. After completing your first migration, generate a new upload link and repeat the process.
Q: Why do I see duplicate transactions?
A: There are two common reasons for duplicates:
- Your CSV contains duplicate entries. Review your file to ensure accuracy.
- You submitted the migration before your account sync completed. Remove the migration and try again once your live connection transactions are fully synced.
Q: What should I do if my import doesn’t look right?
A: Undo the import and try again by going to Profile -> Settings -> Scroll to ‘Undo transaction imports’. If there’s a specific issue, reach out to support.
Q: Is there a limit to how many transactions I can import?
A: There’s no limit on the number of transactions, but CSV files must be under 10 MB.
Q: Why didn’t I receive the import link via email?
A: Check your spam folder and ensure you’re looking at the same inbox you used to sign up for Piere.
If you encounter any issues, don’t hesitate to contact us at contact@piere.com. We’re here to help make your transition as smooth as possible!