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Import UBS MasterCard / VISA into bexio accounting automatically

Your csv file from UBS​

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

UBS Mastercard CSV file for import in bexio

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:

  • UBS MasterCard/VISA (public).

Then click on Load (Refresh button).

UBS MasterCard/VISA header template for import in bexio

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

Result​

UBS MasterCard/VISA result for import in bexio

2. Process your first file​

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