Upload a File

Flinks Upload is a feature that you can enable in Flinks Connect and in your Flinks Dashboard that processes and extracts data from a financial document.

There are two ways that you can upload a file using Flinks Upload:

Upload files for a singular customer at a singular financial institution. If you have multiple customer files to upload, complete one upload per customer. If a customer has files from multiple financial institutions, complete one upload per financial institution.

For more information about each method, review the following sections.

Upload a file through your Flinks Dashboard

Complete the following steps to upload a file in your Flinks Dashboard.

  1. In the Dashboard, navigate to the INSIGHTS screen then go to the External Data tab.
  2. Click Import PDF.
  3. Select the file(s) you want to upload, for a singular customer at a singular financial institution. For more information about what you can upload, including file types and the number of files, see What can I upload?

    ℹ️

    Upload files for a singular customer at a singular financial institution

    If you have multiple customer files to upload, complete one upload per customer. If a customer has files from multiple financial institutions, complete one upload per financial institution.

  4. Enter a unique identifier to describe the file(s) you’ve selected, such as a customer name. This is used to identify the files when we deliver the extracted data to you.
  5. Click Import Files. You'll see a success message if we successfully receive your file(s). If you receive an error message, try uploading the files again at a later time.
  6. Review the upload status to check if the data is finished processing. Data is typically ready to review within 10 minutes of uploading, but in some cases it may take up to four hours to process. For more information about how to review processed data, see Receive Your Data.

Upload a file through Flinks Connect

Complete the following steps to upload a file in Flinks Connect.

  1. Depending on the screen you see, complete one of the following:
    1. If you are on the Upload PDF statements screen, continue to step 2.
    2. If you are seeing the upload option after experiencing a failed connection, click Upload PDF statements.
    3. If you are being asked to choose a connection option, click Upload bank statements.
  2. Click Browse and select the file(s) you want to upload, for a singular customer at a singular financial institution.

    ℹ️

    Upload files for a singular customer at a singular financial institution

    If you have multiple customer files to upload, complete one upload per customer. If a customer has files from multiple financial institutions, complete one upload per financial institution.

  3. For more information about what you can upload, including file types and the number of files, see What can I upload?
  4. Click Continue. You'll see a success message if we successfully receive your file(s).
  5. Review the upload status to check if the data is finished processing. Data is typically ready to review within 10 minutes of uploading, but in some cases it may take up to four hours to process. For more information about how to review processed data, see Receive Your Data.