Import (EN)

You can also import payment and transaction files to konfipay manually. This option is available for all file types that can also be sent to or retrieved from konfipay via API. To import a file, first specify the format, select whether the file should be imported as individual payments or a batch booking, and then upload the file using drag-and-drop or via your computer's file explorer.

Import as individual payments

If you import a file as individual payments, the single payments contained in the file are imported and transferred to the list of open payment orders. The individual payments created in this way can be checked again before transfer, edited and then transferred in any combination.

Payment files imported as individual payments are not transferred directly to the bank, but are included in the database of open payment orders.

Import as batch booking

If you import a file as a batch booking, the file is interpreted as a batch booking and transferred directly to the bank. You should therefore only import files as a batch booking if you want to transfer them directly to the bank.

Payment files imported as a batch booking are transferred directly to the bank without any further confirmation by the user!

Possible applications of the import function

Transaction files from previously used software

The function can be used to import transaction files from previously used software, to be able to access the complete history in konfipay. All you need to do is export the transaction files from the previously used software and import them into konfipay as a bulk import.

External files

Payment files that are stored in a external ERP system can be imported here and transferred to the bank. Likewise, sales files that manually downloaded from a banking system are manually transferred to konfipay here.

Resubmit payments

Using the import function, payments can resubmitted, if, for example, the transfer from konfipay to the bank has failed. To do this, the failed payment must first be downloaded from the payments page and then imported again to carry out the transfer to the bank again.