Pulse has a feature that allows you to import data into Pulse in CSV format. Hover over the Cash Flow menu item and select "Import", or click the Import link at the top of the Cash Flow table.
You'll need to make sure that your CSV template follows this format:
Or you can download our CSV template here.
A few notes about how our import works:
Pulse doesn't mark repetitive transactions as recurring transactions. If you have several recurring transactions, it would be best for you to remove those from your CSV and input them manually so that your Pulse data stays tidy.
The import is best for getting started with Pulse. After you do your initial import, running the import again will add all the lines in your CSV as new entries. So if you were trying to only add new data, make sure your CSV doesn't contain data that you've already entered into Pulse (otherwise you'll end up with duplicate entries).