Continia Banking Import
The import functionality in Continia Banking allows you to bring in bank statements and transaction data from your financial institutions and (automatically) reconcile them within Business Central. By configuring import settings, using field templates, and applying rules, you can ensure that reconciliation is efficient, accurate, and tailored to your organization’s requirements.
Core concepts and capabilities
Explore the foundational concepts that support the use of Banking Import in your organization:
- Introducing reconciliation - learn about Continia Banking's matching procedure and the different ways you can reconcile bank accounts and payments.
- Import settings – guides you through setting up the file import process. Related articles include Importing multiple statements, Enabling reimport of bank statement files.
- Third party system import - Continia Banking supports integration with a range of Payment Service Providers. See articles on importing payments directly from providers, matching ledger entries, and configuring custom payment service providers. For importing external CSV files, refer to the Transaction Ports articles.
- Feld templates – understand how templates control how imported data is interpreted and processed.
- Reconciliation statuses – learn the meaning of statuses when working with reconciliations. If you use the Payment Reconciliation Journal, see The reconciliation statuses in the payment reconciliation journal.
- The basics of matching accounts - general information on how reconciliation works in Continia Banking. Related articles include Transaction type identification, Document number matching.
Functional areas
The Import area of Continia Banking focuses on automating the processing of incoming bank data such as statements and transactions. It includes features for importing from different sources, reconciling accounts, and managing external payment service providers.
- Importing a bank statement manually from the Bank Account Reconciliation – learn how to import a statement directly into the reconciliation page.
- Importing a bank statement manually from the Payment Reconciliation Journal – learn how to import statements using the journal.
- Working in the Bank Account Reconciliation page – understand how to manage and process automatic reconciliation.
- Working with payment application proposals – see how proposals help reconcile open entries with imported transactions.
- Setting up a general search rule – discover how to define rules that automatically match transactions.
- Introducing payment reference rules – learn how payment references support reconciliation accuracy.
- Introducing split rules - learn how to distribute payments across different accounts and account types.
- Direct debit returns - configure how to configure the system's response to direct debit that couldn't be processed.