Setup service
Free
We offer a free setup service for all our customers:
- free subscriptions: 1 import channel per user.
- paid subscriptions: 1-2 import channels per paid subscription.
The setup service includes
- Setting up the import channel (header template) based on a provided sample file
- Creating the default bank rule (or 4 custom bank rules based on your wishes)
- Creating the default transaction rule (or up to 4 transaction rules based on your wishes)
How to request the setup service
Send send us an email with the following information:
- The email address of your accrio account
- The company name you want to the setup for (company must already exist in accrio)
- A sample csv file with at least 2 transactions, either
- the original csv file (not opened in excel) -> works best to spot issues early
- a shortened/anonymised version of your csv file:
- to shorten/anonymise the file, please open the file in a plain text editor (Windows Notepad / MacOS TextEdit) and remove all lines after the first two transaction lines:
- do not open the csv file in excel as this will change the file format and might cause issues with the import or might lead to a wrong setup.
- Any special wishes you have regarding the setup (e.g. custom bank rules, custom transaction rules, special use cases etc.)