How to add several bank details for my company at once?

Instead of adding bank details one after another, you can add all your bank details at once, filling out a CSV file and uploading it to My Sis ID.

Download the import file template

First you need to get the template. Follow these steps to download the file:

1. Go to the "My bank details" tab
2. Click on the "Add" button.
   
3. Then select the "Add all my bank details at once" tab
4. Click on "Download the template"

Complete the CSV file with bank details

The file must be an Excel document in CSV format with a semicolon separator.

• All companies listed must be associated with your user account. Check this in the "Companies" tab.
• Ensure that the number format is set to "Text".
• To avoid unnecessary spaces, open your file with Notepad, Notepad++, or an equivalent.

Import the file on My Sis ID

After downloading and completing the template, follow these steps:

1. Go to the "Add all my bank details at once" tab
2. Click on "Browse"
3. Select your file
4. Click on "Save"

A "Import result" window will open, and your bank details will begin to load. You can close the window once the loading is complete; your bank details have been successfully added.