This article provides instructions on how to import bank statements into Flexi downloaded from the PayPal payment gateway.

Flexi for ČSOB supports the following formats: CSV

With the help of our customers, we have verified the functionality of the following formats: CSV

Integration with Flexi is also offered by our partner Dativery. You can find more information on their website - Automatic downloading of statements from PayPal. Alternatively, you can find it on our website as an add-on.

First, you need to set up a bank account in Flexi. You can find the settings in the menu Money > Bank Account List, where you will create a new account.

Pay particular attention to the configuration of your account number, where you will enter the email address associated with your PayPal account. Choose the file format according to the date format in the statements. Set the folder for files and the file extension. Downloaded files from the payment gateway must be placed in the specified folder. You can then easily import the statements in the Bank module using the Services > Import Statements button.

The statement downloaded from the PayPal payment gateway must have the following format: Download.vas@email.cz.csv

The Dativery add-on downloads statements automatically, so no further action is required. Bank statements are updated every 60 minutes without any user intervention thanks to this add-on.

________________________________________________

You can watch a video tutorial on configuring statements on the PayPal portal

You can also watch the basic setup of electronic banking in this video:

​

You can watch how to download bank statements and create a payment order here:
​

If you find any inaccuracies, please write to us.
​

__________________________________________________________________

Back to the list of banks
​