Upload statistics from a CSV file

Upload a CSV file in one of two layouts: one row per line, company and month, or one row per line and company with the months across. Check the file shows which rows will be saved and which are refused, and you then save the valid rows. One bad row does not stop the others.

Written by the Finconsol team. Updated 11 November 2026.

Two layouts

The two CSV layouts for a statistics upload
LayoutColumns
One row per monthline, company, month, value, and an optional as_of date
Months acrossline, company, then one column for each month, such as 2026-04
  • The line column takes the line's code. The company column takes the company's code or its exact name, or GROUP for a line entered for the whole group.
  • A month is written as year and month, for example 2026-09.
  • A blank cell means no figure, which is different from zero.
  • A line that is fixed until changed must use one row per month, where the month is the one the change takes effect.

Upload a file

  1. On the Statistics screen, choose Upload a file.
  2. To start from a template, choose the template month and Download a template. It lists every figure owed that month, with the value left empty.
  3. Choose your CSV file and choose Check the file. Finconsol says how many rows will be saved, how many are unchanged and how many are refused.
  4. Look through the refused rows, then choose Save the valid rows.

Limits

A file can be up to 1 MB and hold up to 5,000 figures. Split a larger file into several.

Why a row is refused

  • There is no active statistic line with that code.
  • There is no company with that code or name in the group.
  • The month is not written as a year and month.
  • The value is not a number. Use a comma only to separate thousands, like 1,204.
  • The value has more decimals than the line takes, or is below zero on a line that does not allow it.
  • The same row appears twice in the file, or the month is more than 60 months back.

The as_of date

For a figure counted on a day, as_of says which day it was counted, written as yyyy-mm-dd. It must fall in the row's month. If you leave it blank, Finconsol uses the last day of the month, or today for the month in progress.

Questions

Does one bad row stop the upload?
No. Each refused row is listed with the reason, and the other rows can still be saved.
Can I upload months that are already closed?
Not usually. A closed month can be read but not changed. An administrator can load past figures once into months that closed automatically because of their age, as history, and only into cells that have never held a figure.

See your group in one picture

The free trial runs for 15 days and needs no card. It includes all features and up to 2 companies. In a demo, we show you Finconsol on a group set up like yours, in 30 minutes.