1.Detect new file in folder
Integrate Dropbox and file storage tools to watch for new bank-export CSV uploads and trigger record creation.
Create bookkeeping records from incoming CSV bank statements
Automatically detect new CSV bank-export files in your Dropbox folder and start imports across Dropbox, Formatter by Zapier, and Airtable. Create and update bookkeeping records when new CSV file arrives, filenames match your pattern, or folder uploads completeβso you can normalize payers and reconcile transactions without manual data entry.
How this automation creates bookkeeping records from bank CSVs
When new bank-export CSVs hit a shared folder, delays can slow reconciliation and cause missing entries. This automation monitors Dropbox, delays and parses each CSV row, and creates structured Airtable bookkeeping recordsβso your team can reconcile faster.
Dropboxor swap with your favorite app
2.Add processing delay
Integrate Delay by Zapier and queueing tools to add a short delay and batch file imports when needed.
Delay by Zapieror swap with your favorite app
3.Import CSV with mapped fields
Integrate Formatter by Zapier and CSV parsing tools to import semicolon CSVs and map columns to transaction fields.
Formatter by Zapieror swap with your favorite app
4.Create loop from line items
Integrate Looping by Zapier and text transform tools to iterate imported CSV rows and prepare per-transaction values.
Looping by Zapieror swap with your favorite app
5.Normalize payer and name parts
Integrate Formatter by Zapier and data formatting tools to capitalize payer names and split name components.
6.Create record per transaction
Integrate Airtable and database record tools to create one bookkeeping record per transaction with mapped fields.
Airtableor swap with your favorite app
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Accelerate month-end accuracy with automated entry creation, approval routing, and record updates
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