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Manual and Bulk Account Creation
Manual and Bulk Account Creation

If you have banks accounts that cannot be established through an API connection, they can be manually added to Trovata

David Taylor avatar
Written by David Taylor
Updated over a year ago

Note: Accounts can be added one by one OR in bulk. Any information entered during the manual account creation process can be edited afterwards.

Single Manual Account

  1. Navigate to the Balances page in the sidebar

  2. Click the blue "New Account" button in the top right corner

  3. Follow the manual account entry flow

    a). Choose or Create an Institution

    b). Enter Account Information (Account Number, Type, and Currency)

    c). Enter Balances (Options include Opening Available, Closing Available, Opening Ledger, Closing Ledger, and Current Available)

    d). Additional Account Information (Nickname, Entity, Region, and Division)

    e). Review

  4. Click on the Confirm button to add the manual account

Bulk Manual Account

  1. Navigate to the Balances page in the sidebar

  2. Click the blue "New Account" button in the top right corner

  3. Click the "+" sign to add additional rows (click the "-" sign to remove rows)

  4. Type or copy and paste the relevant information in each column

  5. Click on the Done button in the top right corner to add the manual account(s)

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