Step 1
Upload the clearest copy of the original file.
Step 2
Wait for Clover to identify its structure.
Step 3
Review every uncertain row, account, or holding before confirming it.
Common questions
What if my bank or provider is not listed?
You can still try the file. Clover first looks for a known format, then uses a more general parser when needed. Uncertain results should be sent for review.
Why did Clover recognize only part of my file?
A file may mix summaries, transactions, balances, or layouts that are difficult to separate. Review what Clover found, then add missing records manually or try a clearer export.
Should I confirm an import that looks incomplete?
No. Compare it with the source first. Correct the proposed data, upload a better copy, or add the missing records manually before confirming.
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