When importing Banks in the system, the user usually faces difficulties with the <<Import Method>> field because the system shows a list of names where the only relation between them is the Bank's name. In order to clarify this field, we have provided some useful information below.
Why should I choose an Import Method?
Each Bank generates a file through the Internet Banking with its own structure, therefore our system is able to read most of them and thus generate the items for you to link your payments and receipts that involve bank accounts. The Banks should normally follow a standard model generating the .ofx extension, but this is an ongoing process, so some Banks may send files with .csv, .txt and other formats. To help you avoid getting lost when choosing the right option, we have made a list with the currently available Methods in the system.
List of options and compatible file formats
|Bank Statement Import Method||Bank Name||File format (extension)|
|ImportItau_v4||Banco Itau||.xls (newer model)|
|ImportPayPalCsv||PayPal Brasil (payment channel)||.csv|
|ImportRedePortal||Portal Rede (payment channel)||.xls|
|ImportRedeMaquinaCredit||Portal Rede (payment channel - inflow)||.xls|
|ImportRedeMaquinaDebit||Portal Rede (payment channel - outflow)||.xls|
|ImportBankodoBrasil||Banco do Brasil||.csv|
|ImportCaixa||Caixa Econômica Federal||.txt|
|ImportGoPague||Go Pague (payment channel)||.xlsx|
|ImportCielo||Cielo (payment channel)||.csv|
|ImportBankOfAmericaCsv||Bank of America||.csv|
What if my Bank is not listed above?
These models were generated from each Bank file, so you just need to ask our Support Team for the inclusion of your Bank in the list. For that, we'd need a file to use as a developing reference, so you'd have to share a statement with us (doesn't need to be full), because in it we'll be able to see the file structure and adapt our system to read it.
When importing transactions, can I choose which item will enter the system and which won't?
Yes. By clicking the <<Start fetching>> button, the system will show a result with the transactions found, and you will be able to determine which ones should be imported. For further details on how to import transactions, click here.