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SumUp - Import movements .csv (Banana+ Advanced)
This extension allows to import transactions from the SumUp platform into Banana Accounting.
You can install the extension from the menu Extensions → Manage Extensions.
Requirements for Use
- Banana Accounting Plus with the Advanced Plan.
Export Procedure
Export your transactions from the SumUp platform in CSV format.
- On your SumUp profile, click on the "Home" tab.
- Then choose "All Reports".
- Select a timeframe using the date filter.
- Select "Transactions".
- Confirm the export by clicking on "Export" to download the CSV file.
The transaction report lists all your transactions, including card payments, cash payments, and refunds.
It shows the payment method, transaction status, customer card type and, if added, the transaction description.
Import Procedure
- Via the Actions → Import to accounting → select Import transactions box.
- Choose the extension to be used, in this case 'SumUp - Import movements .csv (Banana+ Advanced)'.
- With the Browse button, choose the file from which to import the transactions.
- Press OK Button.
For more details see import transactions page.
Error Messages
If the import fails, an error message will be displayed. The most common errors are:
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating. - This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a licence other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.