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Import financial data from a spreadsheet

Give Slate the numbers behind your customers, such as monthly revenue, by uploading a CSV. Covers the columns, errors and what happens next.

4 min read · Updated November 10, 2026

Screenshot of the Slate partner dashboard: Import financial data

Slate needs numbers on a customer, such as revenue by month, before it can size an offer. You can upload them as a CSV file, one row per customer per date.

You'll need: customers already added to Slate. See Import customers. Each customer's own ID goes in the file.

Import a file

Open Import and choose Financial data

Select Customers in the menu, then Import at the top right, then Financial data.

The Customers page with the Import button and its Financial data option numbered
  1. Import: opens a short menu.
  2. Financial data: imports financial data for customers Slate already has.

Get the example (optional)

Select Download example data for a sample file.

The Upload a CSV file to import financial data box with Download example data, the upload area and Use example data numbered
  1. Download example data: a sample file with the right columns.
  2. Upload a file: drag your CSV here, or select the area to browse. Files must end in .csv and be under 10 MB.
  3. Use example data: loads the sample without a file. It only appears in sandbox.

Upload your file

Drop your CSV on the upload area. A message says how many rows were read, for example Parsed with 1 error(s).

Check the preview

The Preview CSV Import shows every row Slate understood.

The Preview CSV Import showing one validation error and eight valid rows with revenue, order volume and average ticket columns
  1. Validation Errors: rows Slate cannot read. Each line names the row and the problem.
  2. Valid registers: the rows that will be imported. Each date is shown in words, for example July 1, 2026.
  3. Import: imports the valid rows.

Select Import

Messages appear at the top. In our test, the success message read imported 3 registers and a second message read External ID cus_not_in_slate not found.

The message there were some errors while importing the registers, External ID cus_not_in_slate not found

What goes in the file

The first row holds the column names.

  • externalId: required. Your ID for a customer that already exists in Slate.
  • date: required. Any date Slate can read, for example 2026-07-01.
  • Every other column is a number Slate tracks for that customer. You choose the names. Our example uses revenue, order_volume and average_ticket.

For one customer, use one row per date:

externalId,date,revenue,order_volume,average_ticket
cus_lakeview_plumbing,2026-07-01,41800,96,435
cus_lakeview_plumbing,2026-08-01,45250,104,435
cus_lakeview_plumbing,2026-09-01,47900,110,435

Rows with the same externalId become one history for that customer. Customers do not all need the same columns.

What happens after you import

In sandbox, Slate creates an offer for the customer from the data you upload. Lakeview Plumbing Ltd. had no offer before the import and held an open $8,999.61 capital offer after it.

The Lakeview Plumbing Ltd. customer panel showing an open offer of 8,999.61 dollars with the Send link button

In live, Slate reviews the data and your offers follow. Watch the Status column on the Customers page. See Your Customers page.

If something goes wrong

A row has a date Slate cannot read

The preview shows a message like the one below. It means a date was not understood.

Row 8: Invalid input: expected date, received Date

In our test, row 8 had next week in the date column. Replace it with a real date such as 2026-08-01. Row numbers count your data rows, so the first row under the column names is Row 1.

"External ID ... not found"

The externalId does not match a customer in Slate. The preview does not catch this. It appears after you select Import. Add the customer first, see Import customers, then upload the data again for that customer.

Other customers in the same file are not affected. In our test, the customers that matched were imported anyway.

"Invalid file type"

The file does not end in .csv. In Excel or Numbers, choose Save as or Export and pick CSV.

Can I upload the same month twice?

Upload each date once. We cannot promise that Slate ignores repeats, so you may add the same dates twice.

Learn more about Slate Signals.

Still stuck? Email [email protected] with your account email and the screen you are on. We reply within 24 business hours.