How to Export CSV Data from Wave and Import It into clariBI

Wave is a free accounting and invoicing platform popular with freelancers and small businesses. Exporting your Wave data into clariBI allows you to go beyond basic bookkeeping and use AI to analyze your income patterns, spending habits, and overall financial performance.

What You Can Export from Wave

• Profit and Loss (Income Statement) reports
• Balance Sheet reports
• Sales Tax reports
• Transaction lists and details
• Customer lists
• Vendor lists
• Account balances
• Aged Receivables reports

Export CSV Data from Wave

Method 1: Export Financial Reports

1. Log in to your Wave account at waveapps.com
2. Click Reports in the left-hand navigation sidebar
3. Select the report you want (e.g., "Profit & Loss", "Balance Sheet", or "Sales Tax")
4. Choose your date range using the start and end date pickers
5. Click Run (or Generate Report) to load the data
6. Once the report displays, look for the Export CSV button near the top of the report
7. Click Export CSV to download the file to your computer

Method 2: Export Transaction Data via Reports or Data Export

The Transactions page does not have a direct export button. Instead, use one of these approaches:

1. Navigate to Reports in the left sidebar
2. Select the Account Transactions report
3. Choose your date range and account
4. Click Run to generate the report
5. Click Export CSV to download the transaction data

Alternatively, for a full data dump:
1. Go to Settings > Data Export
2. Request an export of your accounting data
3. Wave will prepare the files and notify you when they are ready for download

Method 3: Export Customer or Vendor Data

Wave does not currently offer a direct one-click CSV export from customer or vendor list views. To get this data:

1. Navigate to Sales > Customers (or Purchases > Vendors) to review your records
2. Run a report that includes customer or vendor details — for example, the Sales by Customer or Purchases by Vendor report from the Reports section
3. Export that report as CSV using Method 1 above
4. Alternatively, you can manually copy customer/vendor data into a spreadsheet, or use the Wave Connect Google Sheets add-on (if available) to pull data directly

Tips for Clean Exports

• Wave's CSV exports are generally well-formatted and ready to import — no conversion needed
• When exporting transactions, filter by a specific account (e.g., "Business Checking") to get focused data rather than all transactions at once
• Export your Profit & Loss report on a monthly or quarterly basis for the best trend analysis in clariBI

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Wave - Transactions Q1 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What was my net income each month for the past year?"
- "Break down my expenses by vendor"
- "Which months had the highest revenue?"

clariBI's AI will automatically analyze your data and suggest relevant insights.