imports-integrations

Import transactions from CSV files into the backend database with validation and deduplication.

Updated Aug 20, 2025

Search Tags:#transactions #deduplication #ai-detection #csv-import #account-matching #category-classification

Ready to run

npx skills add https://github.com/Lezinrew/alca-financas --skill imports-integrations

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: imports-integrations
Source: https://github.com/Lezinrew/alca-financas/tree/main/skills/imports-integrations
Command: npx skills add https://github.com/Lezinrew/alca-financas --skill imports-integrations

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines onboarding and data migration by importing large CSV transaction histories, eliminating manual entry and reducing user friction.

Core Features & Use Cases

Flexible CSV parsing: Supports varied column mappings, UTF-8 encoding, header detection, and required-field validation.
AI-powered detection: Auto-detects accounts and categories from transaction descriptions with confidence scoring and user override.
Robust import flow: Performs batch inserts, deduplication, partial-failure handling, rate limiting, file-size enforcement, and detailed import summaries for troubleshooting.
Use Case: Import hundreds of historical transactions from bank CSV exports into the system, automatically creating or matching accounts and categories while surfacing rows with errors.

Quick Start

Import a CSV of transactions to the Main Bank account and receive an import summary with detected categories, created accounts, and error details.

Frequently Asked Questions about imports-integrations

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I import bulk transactions from a CSV file into my finance system?▼

To import bulk transactions from a CSV file, you use the system's CSV parsing flow to validate headers, enforce file size limits, batch-insert rows, and generate a detailed import summary with error reports.

Can AI auto-detect accounts and categories from transaction descriptions during CSV import?▼

Yes, AI auto-detects accounts and categories from transaction descriptions during CSV import, providing confidence scoring for each match while allowing user override for any misclassified entries.

How does deduplication work when importing historical CSV transactions?▼

Deduplication during CSV transaction import works by validating rows against existing backend database entries, automatically filtering out duplicate records before performing the final batch insert.

What happens to CSV rows with errors during a bulk transaction import?▼

Rows with errors during a bulk transaction import trigger partial-failure handling, skipping the problematic entries while successfully processing valid rows and reporting detailed error summaries for troubleshooting.

What is the best way to import bank CSV exports with varied column mappings?▼

The best way to import bank CSV exports with varied column mappings is to use flexible CSV parsing that supports header detection and required-field validation to accurately map and batch-insert transactions.

What are the file size and rate limits for CSV transaction imports?▼

CSV transaction imports enforce strict file size and rate limits to protect the backend database, ensuring controlled batch processing and preventing system overload during bulk data migration.