Bring your data in
Wherever your money data lives, we bring it in.
A spreadsheet, an accounting tool, a marketplace export, an ERP, or a data warehouse. Wrenbase is built to read your money data from anywhere, at any scale. CSV import is live today, and the way in gets deeper as your business grows.
customers-2025.csv
Your column
Wrenbase field
142 customers ready to import
The way in grows with you
One neutral place for your money data, at every stage.
Wrenbase is built to be the source-agnostic hub for your money data, wherever it lives and however big you get. Here is how the way in deepens as your business does.
Where your money data lives today
Wrenbase reads & normalizes
Map it once. Amounts, dates, parties, and status become one common shape, however the source labeled them.
One ledger
Every source, one source of truth
Ready to read as answers in Cash Pulse.
Small & independent
Off the spreadsheet, in minutes
Export from a spreadsheet, an accounting tool, or a marketplace, map the columns once, and your history lands. Reuse the template next time.
Startups & scaling teams
Connect the systems you run
Native connectors and an API that pull straight from the tools your team lives in, so the money data flows in without an export step. Built for teams that outgrow a manual import.
Enterprises & platforms
Meet your data where it sits
ERP ingestion and data-warehouse feeds for the systems of record a large org runs, brought in on terms your security and finance teams set. Talk to us and we fit how your data actually moves.
One neutral hub reads all of it, so you are never locked into a single system to get the answers. Whatever the setup, there is a way in. Talk to us about a complex one →
And it is not just your records. More kinds of money signal that feed Cash Pulse deeper are on the way, so the answers get sharper as we bring more of what moves your money into the same intelligence.
No system too custom
Whatever runs your money today, we'll find a way to bring it in.
A homegrown billing system. A legacy ERP nobody wants to touch. A warehouse full of transaction history. A tool we have never heard of. If it holds your money data, that is a shape we want to bring into Wrenbase, not a reason to leave your history behind. Show us how yours moves and we will meet it where it is.
What you can import
Four kinds of data. One way to bring them in.
Customers
Your customer list, ready to invoice.
Comes from
Spreadsheet, CRM, ERP, or a customer master.
Vendors
The companies you pay, all in one place.
Westwood Lumber
Check
Patel Electric
ACH
Tile Source Inc
Wire
MailerOps
Card · Monthly
Comes from
AP system, accounting tool, or vendor master.
Invoices
Past invoices, so day one isn't day one.
INV-1042
Meridian Aerospace
$2,750
Paid
INV-1051
Redwood Retail
$2,200
Paid
INV-1052
Vanguard Logistics
$1,400
Sent
INV-1019
GreenLeaf
$185
Overdue
Comes from
Accounting tool, ERP, or a billing system.
Transactions
Past payments across every platform.
Stripe
Apr 28
+$2,750
PayPal
Apr 24
+$420
Etsy
Apr 21
+$1,180
Bank · ACH
Apr 14
+$3,100
Comes from
Stripe, marketplaces, an accounting tool, or a data warehouse.
How it works
Drop the file. Map the columns. Done.
- 1
Export your spreadsheet
From Google Sheets, Excel, or whatever tool holds your data today, export to CSV. If your data lives in QuickBooks, Xero, Wave, or HoneyBook, those tools all export to CSV too.
- 2
Drop it into Wrenbase
Upload the file. Wrenbase reads the headers and shows a preview of the first few rows so you can confirm the data looks right.
- 3
Map your columns to Wrenbase fields
Tell Wrenbase which column is the amount, which is the date, which is the customer name. The column names you used don't have to match ours.
- 4
Save the mapping for next time
Once you've mapped a file shape, save it as a template. The next time you import from the same source, the mapping is already done, so you just drop the file.
- 5
Review and import
Wrenbase shows you what will be created and flags any duplicates or rows that need a closer look. Confirm, and the data lands in your account.
Common starting points
Where your data lives today.
A Google Sheet
Open the sheet. File → Download → CSV. Drop it into Wrenbase. Same flow for Excel files.
QuickBooks or Xero
Both export your customers, vendors, and invoice history to CSV. Wrenbase imports those exports.
Wave, HoneyBook, FreshBooks
Each has a CSV export for the data you care about. Bring your existing records with you.
Etsy, Amazon, Shopify
Each platform's standard sales or payout report is a CSV. Drop in, map the columns, every row becomes a transaction.
Payment processor payouts
Export the payout or transactions report from Stripe, PayPal, or Square as CSV. Useful for backfilling payments that never ran through a billing tool.
Legacy or in-house system
If your customer and transaction data lives in an older ERP or a system you built yourself, export what it holds to CSV and bring it in. Send us the shape and we help you map it.
Common questions
Quick answers.
- What can I import into Wrenbase?
- Customers, vendors, invoices, and past transactions. If it lives in a spreadsheet or exports to CSV, you can bring it in and pick up where you left off.
- What file format do I need?
- CSV. Export from Google Sheets, Excel, QuickBooks, Xero, Wave, HoneyBook, or your phone contacts, and drop the file in.
- Do my column names have to match Wrenbase's?
- No. You map your columns to Wrenbase fields once, telling it which column is the amount, the date, the customer name, and it remembers the mapping so the next import from the same source is one step.
- What happens to duplicates?
- Before anything is created, Wrenbase shows you a preview and flags duplicates or rows that need a closer look. You confirm, then the data lands in your account.
- What if my file doesn't fit the standard types?
- Send it to us. If your export has a custom layout or a shape we haven't seen, email it over and we'll help you get it in. Your history shouldn't start at zero.
- Is there a fee to import?
- It depends on the shape of the job. A standard CSV import you run yourself is included, so getting off a spreadsheet costs nothing. A larger or more involved migration, high data volume, a custom or legacy source, or a continuous ongoing sync rather than a one-time load, is scoped with you. Tell us what you are bringing in and how it needs to move, and we will be straight about what it takes.
Your history comes with you.
Free to start. Bring your data in and pick up where you left off, at any scale.