← Integrations

CSV import

Available now Import

Imports bank and tool exports (mBank, PKO BP, ING, Revolut, Wise, Stripe, Google Ads) with automatic classification, deduplication and reconciliation.

What we pull

  • your CSV or TSV file (preview before anything is saved)

Every record lands as a financial event with source_type, external_id (deduplicated on re-sync) and provenance. Mode: preview.

Signals and sync

  • Scheduled sync only (no webhooks).
  • Sync interval: on demand.
  • Health signals: auth_expired, silent (no sync for over twice the interval), error. Each becomes an in-app notification for the owner and shows in Integrations.

Permissions and secrets

    Secrets are encrypted at rest (AES-256-GCM, per-owner) and never returned by the API; the panel shows only the last 4 characters and the date. Read-only keys wherever the provider offers them.

    Availability

    Live: connect it from the panel (Integrations → Connect).

    Setup steps

    Connect from the panel: Integrations → Connect, paste the key or authorize, pick the business the data belongs to. The first sync starts in the background.