Download standardized CSV templates to import data into PMCaVa/vCoach.
Use this template to manually import bank transactions when a live Plaid connection is not available.
Format Note: Use negative amounts for expenses (e.g., -50.00) and positive amounts for income.
template.transactions.csv
Bulk import potential clients into your CRM. Includes fields for contact info, status, and estimated value.
template.leads.csv
Do not change the header row (first line) of these CSV files. vCoach relies on these specific column names to correctly parse your data.