Overview
Continia Banking allows you to directly import third-party CSV transaction files into the Payment Reconciliation Journal. This process includes setting up CSV parameters and mapping headers, as well as using Alternative Posting Descriptions for any missing primary descriptions.
To learn more about working with CSV ports:
- For a general introduction on how to facilitate the import process of transactions from external files, see the Introducing CSV Ports article.
- For the specific steps to follow when adding a CSV port, see the Setting up CSV ports article.
- For a quick overview of how to use CSV ports, watch the video below or enroll in the Banking learning path.