Understanding the Purpose of CSV Uploads
In cases where a financial institution is not supported, Docyt offers a convenient solution through CSV uploads. You can easily import transactions into Docyt using a file downloaded from your bank. Initially, you'll go through a one-time process to map the data from the CSV file to the Docyt format. Once this setup is complete, importing CSV files from a financial institution becomes quick and straightforward. This feature ensures you can maintain accurate and up-to-date financial records, even when direct bank feeds are unavailable.
Guide to Uploading CSV Files
- To access Docyt, start by logging into the Dashboard.
- Navigate to the main menu and locate the 'Business' module.
- Go to Business > Financial Accounts > CSV Import.
- Choose and click on the account from the list where you want to upload the CSV file.
- To upload the CSV file, click on 'Upload CSV' in the top right corner and then choose the file from your computer. Alternatively, you can drag and drop the file into the window that appears.
- After successfully uploading the file, you will be directed to a page where you can map the CSV columns. Fill out the fields on the right side and click the 'Save' button to proceed.
- If u wish u download the already uploaded CSV, click on the three dots (...) placed in front of CSV.
- If any wrong CSV uploaded click on Delete option available in three dots (...).