Step 1/2

Bison Import

Follow the instructions below to import your Bison transactions

CSV Import

Instructions:

Open the Bison app.
Go to Profile -> Reports -> Transaction History
Select the year(s) and generate the file(s). You will receive those via email.
Upload the CSV file(s) here.

Note: Fees won't be imported. Before uploading, make sure the Bison CSV only includes new transactions or delete all old Bison data first and re-import due to compatibility issues with previous files.

Imports are not available in a demo account! Please log-in to import your transactions.