Import data into Sage

Download the transactions as a CSV file

To export the data as a CSV file that can be imported directly into Sage follow these steps:

  • Login to DocuClipper
  • Click on "Extract Data" (top left)
  • Click on "Bank Statements"
  • Search for your bank
  • Drop one or more PDFs
  • When the data extraction is finished, click on "CSV".

A CSV file will be downloaded to your "Downloads" folder.

Importing the CSV file into Sage