Importing and exporting CSV ports
This article explains how to export CSV port configurations from one environment and import them into another.
CSV ports provide a generic framework for importing transaction files. If you're importing files from a supported payment service provider (PSP), such as PayPal, Klarna, or an e-commerce marketplace, see Payment Service Providers. PSPs provide provider-specific import and reconciliation functionality, whereas CSV ports are used for generic transaction file imports.
You can export and import the following from their respective pages:
- CSV Ports
- Payment Service Providers
- PSP Agreements
If you export a Payment Service Provider, the related CSV port is also exported. If you export a PSP agreement, the associated Payment Service Provider and CSV port are included as well.
To export a CSV port configuration
Continia Banking allows you to export CSV port configurations as a JSON file that can be imported into another environment.
To export a CSV port configuration:
- Search () for and select CSV Ports, Payment Service Providers, or PSP Agreements, depending on what you want to export.
- On the action bar, click Actions > Export.
- Save the exported file.
To import a CSV port configuration
To import a CSV port configuration:
- Search () for and select CSV Ports, Payment Service Providers, or PSP Agreements, depending on what you want to import.
- On the action bar, click Actions > Import.
- Upload the file you exported.
Related information
Introducing CSV Ports
Setting up CSV Ports
Setting up CSV Ports using the wizard