The Journal Import feature allows users to bulk import their Manual Session entries into the system using a CSV file. This helps save time and ensures consistent record-keeping.

How It Works

You can import Manual Session journal entries in two ways from the Journal page → Import CSV option:

1. Import Using Notary Gadget Export

• If you already use Notary Gadget, you can directly upload your exported file.
• Simply select the “Notary Gadget” option, upload the exported CSV, and your journal entries will be imported.

2. Import Using the System Template

• If you don’t have a Notary Gadget export, you can use the provided template.

Steps:

• a. Go to the Journal page and click on Import CSV.
• b. From the pop-up, click on “Following Template” to download the system’s Excel CSV template.
• c. Open the downloaded CSV file. You will find one dummy entry as an example.

Enter your own data in the same format.

• a. You can add multiple signers (up to 4 signers per entry).
• b. Save the file after filling in your entries.
• c. Go back to the Journal page → Import CSV → Upload File and select your filled CSV.
• d. The uploaded records will be created as “Manual Journal” entries in the system.

Make sure your data format matches the dummy entry in the template to avoid upload errors.

Video Reference https://jam.dev/c/bae9ca04-2a13-4cd9-b8e8-bdfa294eaec6 

Updated on: 03/09/2025