Data integration explains how you provision raw data into Actuals ā 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.
Import in Using the platform. After data lands, transform and reconcile it there too.Available methods
- User interface ā upload files in the app
- Actuals SFTP server ā push files to Actuals-hosted SFTP
- Database connectors ā Actuals queries your warehouse (for example Snowflake or BigQuery)
- Application connectors ā standard connectors for PSPs, ERP, billing, banks, and more (API or SFTP)
- External SFTP server ā Actuals pulls files from a customer- or vendor-owned SFTP
- Actuals API ā post raw transactions to an Actuals API endpoint
- Email connector ā send attachments to an Actuals mailbox for import
Preferred order (typical)
Work with your implementation consultant. In general:
- Application connectors ā highest automation when a connector exists
- Database connectors ā strong once external sharing is set up
- Actuals SFTP server ā reliable when file export/upload can be automated
Use-case specific options:
- User interface ā low frequency / ad-hoc uploads
- Actuals API ā near real-time individual records (validate completeness carefully)
- External SFTP ā when the third party cannot push to Actuals
- Email connector ā 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 āŗ Setup āŗ Credentials |
Define feeds | Import āŗ Setup āŗ Sources |
Watch uploads / ingestion | Import āŗ Files |
Inspect raw rows | Import āŗ Raw Data Explorer |
Map into transactions | Transformation āŗ Setup āŗ 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 textData integration āāā 1. User interface āāā 2. Actuals SFTP server āāā 3. Database connectors āāā 4. Application connectors āāā 5. External SFTP server āāā 6. Actuals API āāā 7. Email connector
1. User interface
2. Actuals SFTP server
3. Database connectors
4. Application connectors5. External SFTP server
6. Actuals API
7. Email connector