Universal Importer

When to use the Universal Importer

• Your client's bank is not supported by Plaid (e.g., local credit unions)
• You need historical data beyond what Plaid provides for an existing connected account
• You're doing catch-up bookkeeping with statements from closed accounts
• You only have paper statements that have been scanned

Important: The Universal Importer is available on all paid plans. If you are on the free plan, upgrade to access this feature.

Supported file types

• PDF, including scanned PDFs
• CSV

Import transactions

1. Go to the Accounts tab
2. Click Add account and select Import transactions
3. Drag and drop your files, browse from your computer, or select from the Documents tab. You can upload PDFs and CSVs for multiple accounts at once.
4. Kick extracts account information, balances, and transactions automatically. Review the extracted data before importing.
5. Select the entity and either create a new account or map to an existing one. If you're backfilling history for a connected account, select that account here.
6. Click Import to create the transactions.

When you upload files for multiple accounts in a single batch, Kick automatically detects which account each file belongs to and sorts them accordingly.

Extraction and import may take a few minutes depending on the number of files and transactions. You can navigate away and come back — the import will continue processing.

Review extracted data

After uploading, Kick presents the extraction in a side-by-side view — a preview of the source document on the left and the extracted transactions in an editable table on the right. You can modify:

• Dates — Adjust transaction dates if the extraction parsed them incorrectly
• Descriptions — Edit or clean up transaction descriptions
• Cash in / Cash out — Correct amounts in either column
• Opening and closing balances — Edit the extracted balance figures for the statement period

The table includes built-in arithmetic validation: opening balance + cash in − cash out = closing balance. If the totals don't align, Kick flags the discrepancy so you can correct it before importing.