WISE Integration

You can import your Bank Transactions from WISE and reconcile them using our Bank Reconciliation Tool Beta.

1. For the WISE jar or balance you want to connect, create an Account and a Bank Account in ERPNext. Make sure that the Account uses the same currency and the Bank Account has Is Company Account enabled.

2. Go to https://wise.com/balances/statements/balance-statement, select an appropriate timespan, one jar or balance and the file format "XML (CAMT.053)".

   

3. In ERPNext, open Bank Reconciliation Tool Beta and select the appropriate Bank Account.

4. Open the top right "..." menu and select "Upload CAMT File"

   

5. The transactions from the file will be added as Bank Transactions against the selected Bank Account in ERPNext.

You can now go ahead with the bank reconciliation or import additional accounts.

Tip

Reconciliation becomes much easier when you record receivables/payables in the same currency as the bank account that is used for payment.