imports-integrations

Community

AI-powered CSV import for fast onboarding

AuthorLezinrew
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines onboarding and data migration by importing large CSV transaction histories, eliminating manual entry and reducing user friction.

Core Features & Use Cases

  • Flexible CSV parsing: Supports varied column mappings, UTF-8 encoding, header detection, and required-field validation.
  • AI-powered detection: Auto-detects accounts and categories from transaction descriptions with confidence scoring and user override.
  • Robust import flow: Performs batch inserts, deduplication, partial-failure handling, rate limiting, file-size enforcement, and detailed import summaries for troubleshooting.
  • Use Case: Import hundreds of historical transactions from bank CSV exports into the system, automatically creating or matching accounts and categories while surfacing rows with errors.

Quick Start

Import a CSV of transactions to the Main Bank account and receive an import summary with detected categories, created accounts, and error details.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: imports-integrations
Download link: https://github.com/Lezinrew/alca-financas/archive/main.zip#imports-integrations

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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