How to import a statement

Import bank statements so Flinq can create or update accounts, balances and transactions for downstream calculations and reporting.

Before you start

• You need permission to import statements.

• The bank, currency and importer must be active and configured for the office.

• Use files supported by the selected importer. Each file can be up to 20 MB.

Import the files

1. Go to Banking > Statements.

2. Select Import statement.

3. Select the Bank.

4. Select the Importer.

5. Upload one or more files. Flinq checks the extension required by the importer.

6. Select Import.

Review the result

Flinq validates each file and checks related files together where the statement format requires it. After processing, open the statement to review:

• the source files, bank, importer and date range;

• the statement status;

• balance and transaction counts;

• newly created accounts or branches; and

• any validation or conflict message.

Import one larger file

Use the resumable upload for one file that is too large for the standard 20 MB import. Related files that must be validated together still belong in the standard Import statement flow.

1. Go to Banking > Statements and select Import larger files.

2. Select the Bank and Importer.

3. Choose one statement file and select Upload and import.

4. Monitor the upload progress. Select Pause upload if you need to stop it, then select the same original file and choose Upload and import to continue.

After Flinq receives the upload, it prepares and imports the statement in the background. You can leave the page and later select View statements to follow the result in Statements.

Resume an interrupted larger upload

If the upload is interrupted or your session expires, sign in again, return to Import larger files, choose the same bank and importer, then select the same original file. Flinq verifies the completed parts before continuing.

If the selected importer or its format configuration changed while the upload was in progress, start a new upload instead of resuming the old one.

Statement statuses

• Incomplete: more pages or related files are required.

• Imported: the statement was imported successfully and has not yet been used by a payment run.

• Applied: the statement has been used in a payment run.

• Archived: the statement is excluded from normal use but remains available for review or restoration.

If an import fails

Check that you selected the correct bank and importer and that every required file is present. Flinq prevents duplicate content and flags conflicts with existing statement data. If the bank changed its file layout, the importer or format template may need to be updated before the file can be processed safely.

Automated imports

Where an automated importer is configured, Flinq can collect statement files without a manual upload. Review the importer status and statement notifications regularly; automation does not remove the need to investigate missing or failed files.