Import Wise (TransferWise) into bexio accounting automatically

Download Wise Statement as CSV

Wise offers multiple csv files for download. The one we reommend is the Account Statement file.

Follow these Steps	Here
- Date range: full month, quarter or year recommended - Select all currencies - Fileformat: CSV without Details (= no separately listed fees)

Your csv file from Wise

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:

• Wise (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.