Case study: A company has recently joined nBanks. After aggregating its bank accounts, nBanks automatically collects the history in question up to 3 months before the aggregation date. However, the company wants to integrate a more complete history into nBanks. With this feature, it can export an older history from its homebanking and include this information in nBanks via an excel file.

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Step 1:

Access the Financial Management feature;

Step 2:

Choose the financial institution and bank account in question;

Step 3:

Click on import;

Step 4:

Enter information about the content of the columns in the file to be imported and the date format;

Step 5:

Click on Submit.