Custom File Import Guide
Learn how to create custom import formats for your broker's transaction files
How to Use the Custom File Importer
What is the Custom File Importer?
The custom file importer allows you to create your own import format when your broker isn't already supported. This is perfect for simple CSV files with standard column layouts.
The custom file importer allows you to create your own import format when your broker isn't already supported. This is perfect for simple CSV files with standard column layouts.
Step 1: Access the Custom Import Format Creator
Navigate to the Transaction Import Formats page and click "Create File Import Format".
Step 2: Map Your CSV Columns to Required Fields
You'll need to match your CSV column headers with the specific data fields that simplecgt requires. For example:
- Price → Column 2
- Date → Column 1 with format mm/dd/yy
- Quantity → Column 3
- Symbol/Ticker → Column 4
Step 3: Configure Date Formats
Specify the exact date format used in your CSV file. Common formats include:
- mm/dd/yyyy (e.g., 12/25/2023)
- dd/mm/yyyy (e.g., 25/12/2023)
- yyyy-mm-dd (e.g., 2023-12-25)
Step 4: Test Your Import Format
Once you've configured your format, test it with a small sample of your transaction data to ensure everything maps correctly before importing your full dataset.
Example CSV Structure:
Date,Price,Quantity,Symbol,Transaction Type
12/25/2023,150.50,10,AAPL,BUY
12/26/2023,152.75,5,AAPL,SELL
Important Limitations:
The custom file importer works great for simple CSV files with standard column and row layouts. However, if your file has:
The custom file importer works great for simple CSV files with standard column and row layouts. However, if your file has:
- Rows broken up into different sections
- Data spread across multiple sheets
- Complex formatting or merged cells
- Non-standard layouts
Need Help?
If you're unsure whether your file format will work with the custom importer, or if you encounter any issues, don't hesitate to reach out to our support team. We're here to help you get your transactions imported successfully!
If you're unsure whether your file format will work with the custom importer, or if you encounter any issues, don't hesitate to reach out to our support team. We're here to help you get your transactions imported successfully!