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.