Complete Import Guide
Learn how to import your P2P platform data correctly to get accurate portfolio insights. This guide covers everything from file preparation to understanding our smart import modes.
Quick Start
Export from Platform
Download transaction export (Update mode handles incomplete data)
Select Platform
Choose your platform before uploading
Upload & Import
Drag files and start the import process
Important: Understanding Current Day Data
Current day data is often incomplete because platforms process transactions throughout the day. Here's what you need to know:
- • Current day transactions may be incomplete or pending
- • Morning exports might miss afternoon transactions
- • Platform timing can affect transaction completeness
Good News: Our Update mode automatically fixes incomplete data! If you import incomplete current day data now, you can simply re-import with complete data later - the system will automatically choose the more complete version (higher transaction count).
Best Practices:
• Conservative: Export up to yesterday only
• Convenient: Export including today, then the next time you import, make sure to overlap - Update mode will handle the rest
File Format Requirements
Important: Export the Transaction List
Many platforms offer different types of exports. You need the complete transaction history, not loan summaries or portfolio overviews.
✅ What to export (Transaction List):
- • All deposits and withdrawals
- • Interest payments received
- • Investment transactions (loan purchases)
- • Principal repayments
- • Fees and taxes
- • Bonuses and cashback
- • Any other transaction-level activities
❌ Don't export these:
- • Current loan portfolio summaries
- • Active investment overviews
- • Account balance reports
- • Aggregated monthly/yearly summaries
Tip: Look for exports named "Transaction History", "Account Statement", "Transaction List", or similar. These contain the individual transaction records we need.
Supported Formats
CSV Files (.csv)
Comma, semicolon, or tab delimited
Excel Files (.xlsx, .xls)
Multiple sheets supported
Size & Language Requirements
Maximum 100MB per file
Large historical exports supported
English exports required
Other languages not supported yet
Why English Exports Are Required
Currently, our import system only supports English exports for most platforms. Using other languages will result in import failures:
- • Import Detection: Non-English files won't be recognized by our system
- • Column Mapping: Our algorithms expect English column headers
- • Transaction Types: We currently only recognize English transaction categories
- • Future Support: We're working on adding more languages - stay tuned!
How to export in English: Most platforms allow you to switch the interface language before exporting. Look for language settings in your account preferences, switch to English, then download your export.
Generic Import Template
Flexible Import Solution
Can't find your platform or need to add missing transactions? Our Generic Import Template provides a standardized format that works with any P2P platform data or can be used to supplement existing imports.
✅ Perfect For:
- • Unsupported P2P platforms
- • Adding missing transactions to existing data
- • Manual transaction entry
- • Combining data from multiple sources
- • Custom transaction tracking
🔧 How It Works:
- 1. Copy our standardized template
- 2. Fill in your transaction data
- 3. Export as CSV or Excel
- 4. Import using any platform or "Generic"
- 5. Enjoy standardized processing
📊 Template Features:
Our template includes all supported transaction types with clear examples and formatting guidelines:
Usage Tips
- • Platform Selection: Use "Generic" platform type for unknown platforms, or select any supported platform for the template
- • Date Format: Use YYYY-MM-DD format for consistent processing
- • Amount Values: Usually use positive numbers - transaction type determines the direction. Use negative values only for corrections or reversals
- • Mixing Data: Use Combine mode when importing multiple files together, or Accumulate mode when adding to existing data
Important Notes
- • Data Quality: Ensure accuracy when manually entering data
- • No Duplicates: Avoid importing the same transactions multiple times
- • Backup: Keep copies of your template files for future reference
- • Validation: Review the analysis before importing to catch any issues
Step-by-Step Import Process
Navigate to Your Platform
Import functionality is available on each individual platform page. You'll automatically be importing data for that specific platform, ensuring our system uses the correct processing strategy.
Why this matters: Each platform has unique file formats and column structures. Platform-specific imports prevent mismatched data processing and ensure accuracy.
File Upload & Analysis
Drag and drop your files or click to browse. Our system immediately analyzes each file to show:
- Platform compatibility verification
- Date range of transactions
- Total number of records found
- Count of successfully normalized transactions
Real-time feedback: You'll see all this information before importing, allowing you to verify everything looks correct.
Import Execution
Once you're satisfied with the file analysis, click "Import Files" to begin processing. The system will:
Data Processing:
- • Convert to standardized format
- • Aggregate into daily timeseries
- • Validate transaction types
Quality Assurance:
- • Check for duplicates
- • Save unhandled records
- • Update your dashboard
Multiple files: You can queue multiple files and they'll be processed in sequence automatically.
Understanding Import Modes
How Import Modes Work
Our smart import system automatically handles data quality and conflicts using three intelligent modes designed to give you the best results with minimal effort.
Update (Recommended)
- Imports files one by one sequentially
- Uses transaction count as quality indicator
- Keeps the most complete data for each date
- Perfect for regular updates and re-imports
For each date, the system compares transaction counts and keeps the version with more transactions (more complete data). Equal counts favor the newest import.
Combine
- Merges all queued files together first
- Then deduplicates like Update mode
- Track multiple accounts as one
- Values are summed for overlapping dates
Use this when you have multiple accounts on the same platform that you want to track as one (e.g., two Bondora Go & Grow accounts). Transactions are summed first, then deduplicated like Update mode.
Accumulate
- Adds new data on top of existing data
- No deduplication or quality comparison
- Values are summed for overlapping dates
- !Use with caution to avoid double-counting
Use this only when you're certain the data is truly additive and non-overlapping. Can double-count if same data imported twice.
Practical Examples
✅ Update: Regular Monthly Import
You imported January data last month, now importing February data:
✅ Update: Fixing Incomplete Data
You imported incomplete current day data, then later import complete data - Update mode automatically fixes it:
✅ Combine: Multiple Account Exports
You have two Bondora Go & Grow accounts you want to track as one:
✅ Update: Historical Data Import
Adding older historical data to existing account:
Troubleshooting Common Issues
"No strategy found for platform" Error
This means the file format doesn't match the expected structure for this platform.
- Verify you're on the correct platform page
- Check if you're using English exports (required for most platforms)
- Ensure you're exporting the transaction list, not loan summaries or portfolio reports
- Look for "Transaction History", "Account Statement", or similar export options
- Try switching the platform interface to English before exporting
High Number of Unhandled Records
Unhandled records are transaction types our system doesn't recognize yet.
- These are automatically saved for our team to analyze
- We regularly add support for new transaction types
- Your import will still proceed with recognized transactions
- You may need to re-import once we add support
Keep your original export files - you may need them for re-importing after we update our system.
Missing Recent Transactions
This was a common issue with the old deduplication system, but our new Update mode fixes this automatically!
- <strong>Old system:</strong> Partial data would be marked as "complete" and skipped in future imports
- <strong>New system:</strong> Update mode compares transaction counts and chooses the more complete data
- <strong>Result:</strong> Incomplete data gets automatically replaced by complete data
Simple Solution: Just re-import with complete data using Update mode (default) - it will automatically fix incomplete data by choosing the version with more transactions.
Best Practices for Reliable Imports
Do These Things
- • Export data up to yesterday only
- • Use English language exports (required for most platforms)
- • Navigate to the correct platform page for importing
- • Keep original export files for potential re-imports
- • Review file analysis before importing
- • Import regularly to maintain current data
Avoid These Mistakes
- • Including current day in exports
- • Uploading files to the wrong platform page
- • Using Accumulate mode for regular updates (use Update instead)
- • Ignoring unhandled record warnings
- • Deleting original export files
- • Importing files with mixed platforms
Ready to Import Your Data?
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