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.

  • Connect to GoCardless

    Set up automated payments by connecting your Fiskl account to GoCardless so that your clients can pay you automatically by Direct Debit. When your customers pay via Direct Debit, they authorise you to debit their bank account each time you send out an invoice. This automation introduces a high level of predictability into your business, improves your cash flow, and prevents late payments. GoCardless allows you to take payments in more than 30 countries, including the UK, Eurozone, USA, Sweden, Denmark, Australia, New Zealand and Canada. You can also collect payments in your customers’ currency, and settle in your own currency at the real exchange rate. Click here for more information regarding GoCardless international payments. In addition to Direct Debit, … Read more

  • GoCardless & Instant Bank Pay FAQ

    Fiskl has partnered with GoCardless to offer the safest and most affordable way to pay invoices using GoCardless innovative bank to bank payment system. With GoCardless you can invoice and get paid from international clients including UK, USA, the Eurozone, Sweden, Denmark, Australia, New Zealand and Canada and support GBP, EUR, SEK, DKK, AUD, NZD, CAD and USD currencies. GoCardless has recently released an exciting update to their payment ecosystem called “Instant Bank Pay” Instant Bank Pay is only available in the UK but GoCardless and Fiskl have plans to release Instant Bank Pay to the Eurozone and the United States in the near future. How does GoCardless work? You can collect one-off or regular payments through Fiskl by connecting … Read more

  • 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