Date Validation
Checks transaction date format and ensures dates are parseable.
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Check your Upwork transactions CSV export for missing columns, data type errors, and formatting issues.
Free preview — then from $5. Save with bundles.Required columns are Date and Amount. Description or Type is also recommended for transaction categorization.
You can preview Upwork Transactions validation results for free — no signup needed. Full validation reports use credits based on row count.
Go to Reports > Transaction history, set a date range, then Select download > CSV.
Reports → Transaction History → Download CSV
Upload your Transaction History CSV export file
Check your Upwork data for errors and warnings
Issues are flagged inline with clear fix suggestions — review and correct before you import.
Issues you might encounter when importing Source data to Target - and how we solve them
The 'Date' column is required for transaction tracking
File without Date column
Column with dates like 01/15/2025
Export must include transaction dates
Go to Upwork → Reports → Transaction History → Download CSV
Amount column contains non-numeric values
pending or N/A
250.00 or -15.00 (for fees)
Amounts must be numeric (positive for income, negative for fees)
Ensure transaction is completed before including in export
Description/Type column is empty making it hard to categorize
(blank description)
Hourly for Project XYZ
Each transaction should have a description or type
Re-export ensuring all transaction details are included
Checks transaction date format and ensures dates are parseable.
Validates transaction amounts (positive for income, negative for fees).
Ensures each transaction has a description or type.
Validates client and project details when present.
Files processed locally. Your data never leaves your computer.
Get validation results in seconds, even for large files.
Your Upwork Transactions files stay on your device. Processing happens client-side, nothing leaves your machine.
Your Upwork Transactions files are never cached, logged, or stored anywhere. Every session is ephemeral.
Designed for data sovereignty. No third-party trackers or analytics touch your Upwork Transactions files.
Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.
Once your Upwork export passes validation, convert it to your accounting format
Date → Date
Amount → Amount
Description + Type + Ref ID → Description
Date → Date
Amount → Amount
'Upwork' → Payee
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