Transaction Import Problems

Symptoms

• An import file is rejected.
• The import finishes but transactions do not appear.
• Some rows are skipped.
• Dates, amounts, or descriptions look wrong after import.

What to check

• Whether the file format matches the import tool.
• Whether the column headers and separators are correct.
• Whether the file includes duplicate or blank rows.
• Whether the account and date range match the data you want.

What to try

1. Re-export the file from the source system if possible.
2. Remove duplicate rows and empty lines.
3. Check the column mapping before confirming the import.
4. Try a smaller file to isolate the problem.

When to contact support

Contact support if the file follows the required format but imports still fail, or if the import creates incorrect transactions that you cannot correct manually.

Related pages

• Bank connection problems
• Contact support