Money records
Counterparty import/export
Move or maintain counterparty records with Excel or CSV.
Export
Excel is best for editing; CSV is useful for simple data exchange.
Exports contain counterparty metadata only. They do not contain transactions or other finance records.
Import
Import an Excel workbook or CSV file. Existing records are matched first by country + tax ID, otherwise by canonical name.
Display name
Short user-facing label
Canonical name
Legal or stable full name
Type
Merchant, bank, utility, employer, etc.
Aliases
Multiple values separated by line breaks or semicolons