Import Revolut Business Transactions into Bexio Accounting Automatically

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This guide is designed for Revolut Business (black app).

If you're using Revolut Personal (white app), refer to this guide instead: Revolut Personal Statements for import in Bexio

Download Revolut Transactions as CSV

Follow these Steps	Here
- Log in to your Revolut account and - Click on «See all» in the transactions section
- Ensure no filters are active (unless you specifically want to download certain transactions, e.g., for one currency). - Click the download icon.
- Select the time period (download each period only once - Accrio doesn't detect duplicate imports at the moment) - Choose the file type: CSV. Then click generate

Your CSV File from Revolut

Assuming the CSV/Excel file you wish to import into Bexio follows this structure:

1. Set Up a New Import Channel

Follow the quick start guide to establish the import channel.

During setup, choose the header template: Revolut Business Transactions (public).

Then click Load (Refresh button).

tip

For files with different column names or if you use a different credit card issuer, no worries. Create a custom header template or request our assistance:

a) Create a New Template

• Click the plus sign with no header template selected.
• If a header template is selected, change it to empty, click Load, then click the plus sign.
• more info

b) Duplicate an Existing Template

• Select the header template, click Load (Refresh button), and then click the plus button. This creates a copy of the current template.
• more info

c) Ask for Help

• Or request the free setup service
• Or contact us for additional assistance

Result

2. Process Your First File

After setting up the import channel, follow this guide to process your first file.