3 - Import Data
Last updated 28/03/2025
There are two ways to import data into Five:
This documentation will explain how to import Comma Separated Values (CSV) files into Five. A CSV file is a way for you to import data you may already have and require in your application. In total, five CSV files will be imported. The Stock Price CSV file will differ slightly to import from the other CSV files as it has a date field.
Before you start to import the CSV files, click the following links to download each of the CSV files.
Navigate to Tables
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To import a CSV file, you need to be in the Tables view.
1. Click Data in the menu.
2. Click Tables in the sub-menu.
Figure 1 - Tables menu item
Import the StockExchange CSV File
1. Click the Import CSV into Table button.
Figure 2 - Import CSV into Table button
2. Click the lookup icon in the Table field and select StockExchange.
3. Click the Browse button.
4. Navigate your files, select and open StockExchange.csv.
Figure 3 - Import Stock Exchange CSV
5. Click the Save button.
Figure 4 - Save button
6. Click the OK button on successful import.
Figure 5 - OK button
Import the Portfolio, Sector, and Stock CSV Files
1. Repeat the same steps as above for the Portfolio, Sector, and Stock CSV files.Import the StockPrice CSV File
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The StockPrice CSV has a date field, Five needs to know how the Date is stored in the CSV file to import it correctly.
1. Click the Import CSV into Table button.
2. Click the lookup icon in the Table field and select StockPrice.
3. Click the Browse button.
4. Navigate your files, select, and open StockPrice.csv.
5. Click the lookup icon in the Date Format field and select YYYYMMDD.
6. Click the lookup icon in the Date Separator field and select - (hyphen).
Figure 7 - Import Stock Price CSV
7. Click the Save button in the form app bar.
Figure 8 - Save button
8. Click the OK button on successful import.
Figure 9 - OK button