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File import

Activate the File import connector, upload a CODA statement or a CSV file to a company file and understand what NovaFisko does with it.

Updated on 10/05/2026 Edit this page

The File import connector is intended for company files that are not linked to any automatic source. It lets you manually upload a CODA bank statement or a CSV file to the company file. For invoices in PDF, image or XML format, use the document importer instead, which analyses them and prepares their allocation.

Which tool for which file

You have Use Result
A CODA bank statement (.cod, .coda) File import, or the CODA import of the Bank tab The file is saved as a statement of the company file, with its account, its number and its balances.
A CSV file File import The file is kept with the company file.
A PDF invoice, a photo, a UBL file or a ZIP archive Document importer (Documents tab) The document is analysed, linked to a third party and proposed for validation.

Activating the connector

  1. Open the company file, then the Integrations tab.
  2. On the File import card, click Activate.
  3. The connector needs no settings: confirm the activation.

The card moves to the Connected state and offers the Import button.

Importing a file

  1. Click Import on the card.
  2. Indicate the file to send. In the desktop applications, enter its full path, for example /Users/vous/Téléchargements/releve.cod.
  3. Confirm. The file is sent to the server and processed immediately.
Note

In the web application, CODA files are imported from the Bank tab. The card of the connector reminds you of this.

The maximum size is 10 MB per file. Beyond that, the import is refused with the message "The file exceeds 10 MB".

What NovaFisko does with a CODA statement

The file type is recognised from its content: a file whose first line is a CODA header record is treated as such, whatever its extension. NovaFisko:

  1. keeps the original file with the company file;
  2. reads the header of the statement: IBAN of the account, bank, statement number, old balance, new balance, period covered and number of transactions;
  3. creates the financial journal of the bank account if it does not exist yet for this IBAN;
  4. adds the statement to the list of CODA files of the company file, visible in the Bank tab, from where it can still be downloaded.

The summary of the import recalls the IBAN, the statement number and the number of transactions announced.

Duplicate detection

Each file is identified by its content. If you import the same statement twice, it is not saved twice: the existing record is simply updated, and the summary reports a duplicate.

Tip

Import the statements in the order of their number. A gap in the numbering or a new balance that does not match the old balance of the next statement indicates a missing file.

What NovaFisko does with a CSV file

A CSV file is kept with the company file and the summary gives its number of lines. At this stage, its content is not transformed automatically into bank transactions or entries: the column format varies too much from one source to another.

Warning

Do not expect a CSV import to feed the bank or the journals. For bank transactions, ask the bank for statements in CODA format. Taking over entries by CSV file is planned.

Following the imports

The detail of the connector lists each import in the Sync history, with its date, its status and its summary: file type recognised, statement created or duplicate, number of transactions.

A failed import gives its reason:

Message Cause
Attach a file (CODA or CSV) No file was sent, or the path indicated cannot be found.
The file exceeds 10 MB File too large. Split it by period.
This integration is not connected to the company The connector has been deactivated. Reactivate it.

Deactivating the connector

The Deactivate button removes the possibility of importing through this connector. Files already imported stay in the company file.

What next

Once the CODA statements are saved, the rest happens in the Bank tab: checking the transactions, reconciling them with open invoices, applying the bank rules and booking.

See also