3 - Import Data
Last updated 11/12/2025
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.
To import a CSV file, you must be in the Tables view.
Import the StockExchange CSV File
1. Click Data in the menu followed by Tables in the sub-menu.
Figure 1 - Tables menu item
2. Click the Import CSV into Table button and select StockExchange in the Table field.
Figure 2 - Import CSV into StockExchange table
3. Click the Browse button, navigate your files, select and open the StockExchange.csv file.
Figure 3 - Import StockExchange.csv
4. Click the Save button in the form app bar.
Figure 4 - Save button
5. 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
The StockPrice CSV has a date field, Five needs to know how the date is formatted in the CSV file to import it correctly.
1. Click the Import CSV into Table button and select StockPrice in the Table field.
Figure 6 - Import CSV into StockPrice table
2. Click the Browse button, navigate your files, select and open the StockPrice.csv file.
Figure 7 - Import StockPrice.csv
3. Select YYYYMMDD in the Date Format field and - (hypen) in the Date Separator field.
caution
If you open the StockPrice.csv file before you import it into Five, just be aware that Excel may change the format of the date field, which may cause an error when you try to import the StockPrice CSV if the date field formats do not match.
Figure 8 - Date format and separator
4. Click the Save button in the form app bar and the OK button.
Figure 9 - Save button