Import Neon Transactions into bexio accounting automatically

Your csv file from Neon

Let's assume the CSV/Excel file you want to import into bexio has the following structure:

1. Setup a new import channel

Follow the quick start guide to set up the import channel.

During the setup process you will be asked to select a header template. Use the following template:

• Neon (public).

Then click on Load (Refresh button).

tip

If your file has different column names or you use a different credit card issuer, don't worry. You can either create your custom header template or ask us to do it for you:

a) Create a new template

• Click on the plus sign while no header template is selected.
• If a header template is selected: Change it back to empty and click on Load. Then click on the plus sign.
• more infos

b) Duplicate an existing template

• Select the header template, click on load (refresh button) and then on the plus button. This will create a copy of this template.
• more infos

c) Ask us for help

• or make a request for the free setup service
• or ask us for additional help

Result

2. Process your first file

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