Data integration

Data integration explains how you provision raw data into Actuals — which method to use and how to set up each connector.

Day-to-day work with credentials, sources, and files lives under

Import in Using the platform. After data lands, transform and reconcile it there too.

Available methods

User interface — upload files in the app

Actuals SFTP server — push files to Actuals-hosted SFTP

Database connectors — Actuals queries your warehouse (for example Snowflake or BigQuery)

Application connectors — standard connectors for PSPs, ERP, billing, banks, and more (API or SFTP)

External SFTP server — Actuals pulls files from a customer- or vendor-owned SFTP

Actuals API — post raw transactions to an Actuals API endpoint

Email connector — send attachments to an Actuals mailbox for import

Preferred order (typical)

Work with your implementation consultant. In general:

Application connectors — highest automation when a connector exists

Database connectors — strong once external sharing is set up

Actuals SFTP server — reliable when file export/upload can be automated

Use-case specific options:

User interface — low frequency / ad-hoc uploads

Actuals API — near real-time individual records (validate completeness carefully)

External SFTP — when the third party cannot push to Actuals

Email connector — last resort when nothing else fits

Synchronization

When your team owns data provisioning, agree a sync strategy per source with Actuals data engineers:

Which tables/files are shared?

Can rows change after sync? Which fields?

How are creates / updates / deletes represented?

Preferred pattern: an event-sourced dataset shared incrementally with Actuals.

In the new app

Step	Where
Store secrets	Import › Setup › Credentials
Define feeds	Import › Setup › Sources
Watch uploads / ingestion	Import › Files
Inspect raw rows	Import › Raw Data Explorer
Map into transactions	Transformation › Setup › Mapping

Vendor-specific connector guides live under Application connectors and its category pages (Payment Service providers, Accounting, Billing & Orders, Bank, Industry specific).

Pages in this section

plain text
Data integration
├── 1. User interface
├── 2. Actuals SFTP server
├── 3. Database connectors
├── 4. Application connectors
├── 5. External SFTP server
├── 6. Actuals API
└── 7. Email connector

1. User interface

2. Actuals SFTP server

3. Database connectors

4. Application connectors

5. External SFTP server

6. Actuals API

7. Email connector