Importing data
Upload Excel, CSV or bank files (CAMT.053) to a client.
Import methods
| Method | File types | Description |
|---|---|---|
| Manual upload | CSV, Excel, CAMT.053 | Upload files directly in Revizo |
| SFTP (automatic) | CSV, Excel, CAMT.053 | Revizo fetches files automatically from an SFTP server |
| Integration | — | Data is synchronised automatically from Tripletex or other systems |
SFTP and trial balance
For automatic file import or import of trial balance from SAP/ERP systems, see SFTP and trial balance.
Coming: step-by-step for manual file import with file types and field mapping. Technical documentation is available in the internal documentation (Import system).