Import Wise statements into bexio with importly
importly recognizes Wise statements automatically – both the CSV export and the camt.053 in ISO 20022 format. Because Wise accounts usually hold several currencies, it’s worth taking a quick look at the currency column before importing.
Which files importly reads from Wise
| File | Description |
|---|---|
| camt.053 XML | The electronic account statement according to ISO 20022 |
| Transaction export CSV | The classic transaction export from the Wise account |
For the CSV, importly recognizes several variants – including older ones with fewer columns.
Which format should I choose?
Take camt.053 if you can get it. The statement is structured and includes information that the CSV lacks or only carries as free text: the name and IBAN of the counterparty, the payment reference in dedicated fields, and the opening and closing balance for checking. Collective entries are fully itemized in it.
The CSV export is enough for straightforward posting and is quicker to get hold of. It’s also the way to go for older periods for which no camt is available yet.
Both paths end in the same entries table – so you can switch at any time.
Step 1: Download the statement from Wise
- Log in to Wise.
- Open the balance or account whose transactions you want to post.
- Choose the export function and camt.053 or CSV as the format.
- Set the desired period and download the file.
If you hold several currencies, export one file per currency and import them one after the other.
Step 2: Import the file into importly
- Open the entries table in importly.
- Drag the file anywhere onto the page. The import opens automatically.
- importly shows you the detected format – camt.053 or Wise (CSV). If something doesn’t match, pick a different format in the Detected format field or create a new template via Create / edit template.
- Select your bank account from the chart of accounts.
- Check the preview and click Import.
importly recognizes a camt file by its content – the file name doesn’t matter.
If your table already contains rows, importly asks whether the new entries should be appended or the existing ones replaced.
What importly reads from the camt.053
| Information in the camt file | Field in importly |
|---|---|
| Booking date | Date |
| Booking text and payment purpose | Description |
| Amount with debit-credit indicator | Amount, resolved into debit and credit |
| Currency | Currency |
| Name of the counterparty | can be inserted via the pattern fields |
| IBAN of the counterparty | can be inserted via the pattern fields |
| Reference | can be used as document number |
| Opening and closing balance | for checking, not imported |
If the statement contains collective entries with individual positions, you choose in the import window whether you want the individual payments as separate rows or just the collective entry as a single row.
What importly reads from the CSV
| Column in the statement | Field in importly |
|---|---|
| Date | Date |
| Description | Description |
| Amount | Amount with sign |
| Currency | Currency |
| Payee Name oder Payer Name | Counterparty, can be inserted via the pattern fields |
| Payment Reference | can be used as document number |
| TransferWise ID | can be used as document number |
| Note | Additional information, can be inserted via the pattern fields |
| Running Balance | not imported |
In the CSV, Wise uses a comma as the column separator and a period as the decimal separator – unlike most Swiss banks. importly handles that automatically.
Debit and credit
The same applies in both formats: when money comes in, your bank account is in Debit; when money goes out, in Credit. importly leaves the contra account empty – you set it in the table or through your rules.
Adjusting document number and description
The two pattern fields in the import window let you decide what ends up in the description and document number. For the CSV, the Payment Reference works well as the document number; if it’s missing, the TransferWise ID is a unique alternative. With camt, you access the structured reference directly.
If something doesn’t work
importly doesn’t recognize the format For the CSV: check that you downloaded the CSV file and not the PDF. For camt: check that it really is an XML file – some statements come in a ZIP archive that you have to unpack first. If the file is correct and still nothing is recognized, you can send it to us directly from the import window.
All rows carry the same currency although my account holds several Export a separate file per currency. If a file contains rows without a currency, importly uses the currency selected in the import window – check there which one it is.
Fees are missing as a separate row Wise sometimes reports fees within the transaction. Compare the total with your Wise account balance before you finish the import.
Duplicate rows appear With camt, most likely the collective entry and the individual positions were both imported. In the import window, choose either individual payments or collective entry, not both.
Rows are missing An import can contain at most 5,000 rows. With itemized collective entries, this limit is reached sooner than the file size suggests.