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Import your first statement with confidence
Bring in one supported statement with a deliberate preview, validation, and confirmation step.
Import my first statement
For workspace owners.
Use the import-first workflow
- 1Select the Space and destination account before choosing a file.
- 2Upload a supported CSV and review the provider and account-type guidance.
- 3Read the row preview and validation issues before you confirm anything.
- 4Confirm only when the destination, date range, and counts look right.
Why preview matters
Ratio keeps visible source and duplicate checks so that imported events can be traced back to their statement. A warning is a cue to investigate, not something to work around blindly.
Put this into practice
Open the relevant Ratio workflow when you are ready.