To upload your card transactions into into the Team Cards page in Abacus, you will need to download your card statement in CSV or OFX file format from your credit card provider's online banking portal. If the file is compatible with Abacus you should be able to upload the file without making any modifications. You can confirm this by uploading the file into Abacus and making sure the transactions are populating correctly.
If you find that the file is hitting an error or your transactions don't seem to be loading correctly, you can also download the CSV template in the window below to create your own CSV for the upload. If you do this, refer to the CSV formatting guidelines below to ensure a smooth upload.
You can download a CSV template from the above window in Abacus. This CSV will include all of the pre-set columns in the order needed for the upload. If you want to create your CSV separately, ensure the following fields are included:
- Transaction Date
- Posted Date (optional)
- Card No.
- Debit - Must be used with the credit column
- Credit - Must be used with the debit column
- Transaction Amount (optional) - 'Transaction Amount' can be used in place of the Debit and Credit columns