Bulk import transactions from CSV

Upload a CSV file to create multiple transactions for an external bank account

Authentication

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Query parameters

entityIdstringRequired
The ID of the entity to import transactions for
connectionTypeenumRequired
Must be EXTERNAL for CSV imports
Allowed values:
accountIdstringRequired
The ID of the external bank account to import transactions for

Request

This endpoint expects a multipart form containing an optional file.
csvFilefileOptional
CSV file with Date, Description, Amount columns

Response

Bulk import job created successfully
messagestring
jobIdstring
Unique job identifier for tracking progress
totalRowsinteger
Total number of rows to process
statusenum
Initial job status
Allowed values:

Errors

400
Bad Request Error
404
Not Found Error
500
Internal Server Error