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ADR#001

Topic

How the import process works?

Problem

Users store their business transaction data in Excel or other applications, but they need a simple and reliable way to import the data into the system for analysis and accounting purposes.

Options

1. Import data from Excel (CSV)

  • Users can import their Excel data into the application by saving it as a CSV file.
  • Users from other accounting or business applications must export their data into CSV format before importing it into the application.

Advantages

  • Simple and easy to implement
  • Compatible with almost all spreadsheet and accounting applications
  • Lower development and maintenance cost
  • Users have full control over the imported data

Disadvantages

  • Manual process for users
  • Higher risk of formatting and mapping errors
  • Data is not updated automatically
  • Users need to export and re-import data repeatedly
  • Difficult to handle large or frequent data updates

2. Import data using API

  • Users can connect the application directly to other systems through APIs.
  • Transaction data can be synchronized automatically without manual file uploads.

Advantages

  • Automatic and real-time data synchronization
  • Reduces manual work and human error
  • Better user experience for active businesses
  • Easier to maintain consistent and updated records
  • Can support integration with ERP, POS, banking, and accounting systems

Disadvantages

  • More complex development and maintenance
  • Requires integration support from third-party systems
  • Higher infrastructure and security requirements

3. Copy and Paste Data Manually

Advantages

  • Very simple and familiar for users
  • No file conversion required
  • Fast for small amounts of data
  • Easy to test and use during onboarding
  • No dependency on external integrations or file formats

Disadvantages

  • High risk of human error
  • Not efficient for large datasets
  • Time-consuming for repetitive imports

Decision

Choose Option 1: Import data from CSV.

Reasoning

  • CSV is widely supported by Excel, accounting software, ERP systems, and other business applications.
  • The implementation is simpler and faster compared to API integration.
  • Lower development complexity makes it suitable for an initial product release.
  • Most target users already manage their transactions using spreadsheets.
  • CSV import provides flexibility without requiring third-party integrations.
  • The solution is scalable enough for early-stage business validation before investing in API integrations.

Discussion History

05 November 2025

The team brainstormed possible solution options for the feature and identified three possible approaches.

  • Import data from Excel (CSV)
  • Import data using API
  • Copy and Paste Data Manually
ParticipantsRoles
AiniProduct Coordinator
KartikaProject Owner

21 February 2026

Discussed the advantages and disadvantages of each option and finalized the decision.

ParticipantsRoles
AiniProduct Coordinator
KartikaProject Owner
MartienSoftware Architect

Released under the MIT License.