Upload a CSV

Overview

One of the easiest ways to import transactions in bulk into Norman is by uploading a CSV file, such as a bank statement, with a list of transactions for a specific period.

Norman supports CSV formats from a wide range of banks, neobanks, financial institutions, and even platforms like Shopify.

📌 Here’s an example of a CSV bank statement from Finom that is supported by Norman.

Step-by-Step Process:

1. Generate a Bank Statement

Your user should create a bank statement and export their transactions into a CSV file. The process for creating a statement varies between platforms, so ensure users follow the instructions from their specific bank or platform.

2. Upload the CSV File

Once the file is ready, the user should upload it from your client-side interface. On the backend, use the following API endpoint to import the transactions into Norman and associate them with the user’s company: Upload a CSV.

Example Request:

curl -X 'POST'  
  '<https://sandbox.norman.finance/api/v1/companies/qwett123-b922-4215-a6c7-99a0db7b43d5/accounting/transactions/upload/'>  
  -H 'accept: application/json'  
  -H 'Authorization: Bearer <accessToken>'  
  -d '{  
    "preview": true,  
    "file": <binaryFile>  
  }'

3. Transaction Import

If the format of the CSV is correct and supported by Norman, the transactions will be successfully imported, and your user’s financial data will be available for further processing.