Not all banks and PSPs have APIs available, so often files of transaction data is all you have. We will always try and find the most automated way to pull data from payments providers and banks, however if it isn't possible, we have an easy back-up solution in place.
Add your transaction file through the developer portal or the API, to have one complete source of truth for all your cash and transaction data.
If you have a non-standard file type, you can simply map it through the dashboard upload flow and it will be stored against that account. De-duplication logic is built in, so even if you upload the same data twice, it won't affect your reconciliation or cash management data.
Then the next time you upload that file format, it will be automatically mapped.
Updated about 2 months ago