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:

  1. Search () for and select CSV Ports, Payment Service Providers, or PSP Agreements, depending on what you want to export.
  2. On the action bar, click Actions > Export.
  3. Save the exported file.

To import a CSV port configuration

To import a CSV port configuration:

  1. Search () for and select CSV Ports, Payment Service Providers, or PSP Agreements, depending on what you want to import.
  2. On the action bar, click Actions > Import.
  3. Upload the file you exported.

Introducing CSV Ports
Setting up CSV Ports
Setting up CSV Ports using the wizard