There are 2 ways to import information into your Geo account, one is from an integrated system (e.g. Xero), another is from a CSV file. With a CSV file, you can import:

  1. Jobs
  2. Clients
  3. Parts (when not integrated with accounting platforms)

When importing files, the number of columns matters, as well as the order of columns, because the system can only recognize each column successfully when everything is in the right place. Additionally, some columns are mandatory, which means the column cannot be blank.

If you have too many/few columns, if they’re not in the correct (recognizable) order, or if mandatory columns are left blank, the import will always fail.

What if my file is not in CSV format?

You will need to save the file as CSV using the “Save As” option in your spreadsheet program.

Sometimes you might get text files, xlsx files or even downloaded emails. They will not be recognized by the system, so you will not be able to import anything from them.

What if my file has different columns or a different order?

In that case, you will need to merge them, re-order them, or discard them.

An easy way to move them around is to drag the column header ( To copy a column, you can try referencing ( If you want to merge two or more columns, an easy way to do so is to use the CONCATENATE() function ( Once you’ve completed the changes, remember to save the file as CSV.

How many lines can I import?

A CSV file with 5000 lines is normally an acceptable size.

Technically there’s no limit for importing, but to protect system performance, we have time limits for every import attempt. Therefore, if your file is too large, it might take too much time and eventually time out.

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