Import Account

This is a Blazor Server page: the upload request is sent from server-side code, so browser Network usually shows only SignalR traffic.

Upload a strict CSV with account header, account row, blank line, then transaction header.

account_id,account_name,account_type,currency,status,initial_balance,initial_bank_balance
PAYROLL,Payroll Account USD222,Checking,USD,Active,2500.00,1800.00

date,deposits,disbursements,fees,bank_balance
2024-01-01,1200.00,400.00,5.50,794.50
2024-01-02,900.00,300.00,3.25,1391.25

Row 1: account_id, account_name, account_type, currency, status[, initial_balance, initial_bank_balance]

Row 2: account values in the same order as header

Row 3: empty separator line

Row 4: date, deposits, disbursements, fees, bank_balance

Next rows: transaction values

Back to Accounts

API base URL: https://api.cashactivity.paytest.online