You searched for import - Knowledge Base

  • Import your expenses

    If you have some expenses already saved in a spreadsheet, you can import these over to Fiskl so all your expenses are in one place. On desktop: Click on “Import expenses”. Attach your CSV file. Match the column headers from your CSV file to the field names in Fiskl. Click on “Import”. A screen will appear for you to preview your import data. Click on “Import”. You will receive confirmation that your expenses have been imported to Fiskl.

  • Importing your client from Excel or CSV

    Using your mobile, it’s easy to import your clients from a CSV or Excel file directly into Fiskl. Simply tap on the import icon at the top right. Choose your file from the location options for example Dropbox. Once you’ve selected your file, you can assign the column titles in your CSV/Spreadsheet to the relevant field and select add at the top right hand corner. If you would like to combine more than one column into the selected field, then simply switch the multiple selection toggle on at the bottom of the screen and then tap on the required column names. You’ll receive a notification that your items have been added.  You can then review your imported clients in your … Read more

  • Import client info from your contacts

    From the client list, tap on the green plus button: Tap on “import client info from contacts” at the top of the screen, this will pull up your contacts from your mobile address book. Tap on your client to automatically populate the app using details already on your mobile. If you need to add more information, just tap on the required field and input your information. To save your changes, tap save at the top right.

  • Your banking transactions

    Easily review all your transactions and help your accountant quickly identify which transactions to include in your accounts. Connect your bank account. See Connect your bank account within this guide. All your transactions will appear, from here you can review, export, set categories, filter, sort and identify non business related transactions and more. Fiskl will automatically categorise the transactions however, if the transaction isn’t an obvious match, it’ll be marked as an uncategorised income or expense.

  • Connect your bank account

    Salt Edge, Fiskl’s third party connector, can help you to quickly connect Fiskl to your bank account. All accounts you set up will appear in the Banking section. You can set up multiple bank accounts with multiple currencies. Tap on “Banking” in the main menu. Tap on “Connect Bank”. Enter your bank’s name, click here to see the list of banks Fiskl supports. Enter your bank’s login credentials and tap on “Proceed”. Tap “Confirm” to grant Salt Edge consent to access your bank data. Salt Edge will begin connecting to your bank account You’ll be taken back to your Bank Connections. Saltedge has a user dashboard which can be accessed by https://www.saltedge.com/dashboard/sign_in. To access it for the first time you need … Read more

  • Zapier integration

    About Zapier Zapier can help you connect all the tools you need to run your business, whether it’s your marketing, project management or even a simple spreadsheet. Zapier brings internet super strong powers to Fiskl by enabling you to connect Fiskl with 1500+ other popular web apps, like Slack, Dropbox, Google Calendar, Google Sheets and hundreds more. It’s time to say goodbye to manual work and automate your workflow. Triggers and actions Using triggers and actions you can setup Zaps (a connector between two services) to automate the never ending tasks between Fiskl and other tools. Triggers – A trigger is the starting point of every Zapier app and our Fiskl app uses Webhook triggers. Actions – A trigger watches … Read more

  • Fiskl Payments General FAQs

    Why should I accept credit card payments online for my invoices? Accepting credit cards with Fiskl will help you maximise the cash flow in your business and save on transaction costs. Get paid 6x faster with online payments via Credit & Debit card. Take advantage of low cost payments, with no monthly or hidden fees. Maximise cashflow with Same-Day Deposits at no additional charge for Chase bank accounts. What is Fiskl Payments? Fiskl Payments is the newest hassle-free way for you to accept credit card payments online for your invoices. Designed with small businesses and entrepreneurs in mind, and powered by Chase. Fiskl Payments lets you skip all the headaches associated with getting paid online, while reaping all the benefits: … Read more

  • Setting up Fiskl Payments

    Fiskl Payments is the newest hassle-free way for you to accept both credit card payments online and bank transfers for all your invoices. Fiskl Payments is currently available to users in the UK, US and Canada. The person who signs up must be a financial representative of your company and must be an account holder on the bank account you plan to receive your funds into. Its easy to set up Click on your company name at the top left of the screen and select Integrations. Once you have clicked on “Connect” simply enter your name, email address and password and click on “Grant Access”, you will then receive a verification email from “Fiskl via WePay”, click on “Confirm your … Read more