Email hi@myvylo.com with the app or file format you use and roughly how much history you’d like to bring into Vylo.
Vylo currently has a transaction CSV download, but not a self-service CSV upload. We’ll help you work out the available options before you spend time reformatting a spreadsheet.
Will old records overlap with a bank import?
They can. Your first bank connection requests 90 days of history, so importing those same purchases from another source could count them twice. Let us know whether you’ve already connected the accounts.
You don’t need to attach a full financial export to your first email. The source app, date range, and types of accounts are enough to get started.