Data connections and formats
How to configure an importer
Activate and configure the manual or automated connection used to import bank statement data.
Written by Katrin Erb Updated Published An importer converts a bank's file or connection data into statements, balances and, where supported, transactions.
Choose the importer
Confirm the bank, file format and transfer method before configuring Flinq. Importers are labelled as Manual or Automated and may support Balance Only or Balances & Transactions.
Configure it
-
Go to Settings > Office Settings.
-
Open Importers and find the required bank connection.
-
Select Configure.
-
Enter the settings requested for that connection. Automated connections may require a host, directories, credentials, keys, certificates or bank authorisation.
-
Select Test & Save where a connection test is available.
-
Activate the importer after it is configured.
An automated importer cannot be activated while its status is Not configured.
Understand the status
-
Configured: setup is complete and the connection is available.
-
Not configured: required settings or onboarding are incomplete.
-
Stale: the connection has not received expected recent activity and must be reviewed.
-
Failing: the latest connection or processing attempt failed.
-
Not applicable: no automated connection status is required.
Managed hosted SFTP connections
Some organisations use a Flinq-managed hosted SFTP connection for inbound files. It is a configured managed connection, not a universally available self-service option. Use only the host, account, key and folder details supplied through the approved onboarding process, and monitor the importer and quarantine views for files that need review.
Keep reading