CSV ports
Continia Banking lets you import third-party CSV transaction files directly into the Payment Reconciliation Journal. This process includes setting CSV parameters, mapping headers, and using alternative posting descriptions when primary descriptions are missing.
The following articles provide guidance on importing transactions and setting up CSV ports:
- To learn how to import transactions from external files, see Introducing CSV ports.
- For more information about how to use the CSV Port Setup wizard, see Setting up CSV ports using the wizard.
- For details on the CSV port fields and information about how to import CSV transactions, see Setting up CSV ports.