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Getting Started

Our CSV importer can import almost any CSV/XLSX file which has the at least the 3 columns date, description, amount, applies the correct bank and expense account with a customizeable ruleset and send the booking in bexio.

Depending on your transaction type you might be able to automate 80-100% of your bookings.

To get started follow our quick start guide:

Quick start guide​

Follow our quick start guide to get started and understand how the importer works.

Quick start guide - New Card

Advanced setup​

Check out our documentation to learn more about the advanced setups.

Advanced setup - Custom headermap

Free setup service​

If you don't want to set up the import channel yourself, we offer a free setup service. More infos here.

Troubleshooting​

If you encounter any problems, please check the troubleshooting guide first. If you can't find a solution there, please contact us

Demo videos​

Import revolut transactions​


Import a csv file with separate debit and credit columns​

More infos coming soon

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