To help our clients, who are with banks that currently do not offer API options for Open Banking connections, we've introduced universal banking uploads.
What we mean by this, is that instead of being confined to set templates designated by the bank, that they can change any time without warning. We will now offer 3 universal flexible template formats(example files can be found at the bottom of this article).
In terms of your process of extracting your file from the bank, this will remain the same. What you will need to do is open the file and compare it to the 3 examples we've provided. Broken down this should look like:
- Download your CSV from your online banking portal
- Compare this with the 3 universal upload files - Finding the closest matching one.
- Remove any excess columns from your original export from the bank to get it to match the example file you're comparing to.
- Save this original document(or Copy/Paste into the example file to overwrite what is there and Save with a clear name so you can find it in your downloads.
- Contact Support to confirm which universal file template you've chosen. They will update this for you and once this is done, you just need to repeat alterations to your export each time you wish to upload.
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