Import PayPal mutations

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can import data from PayPal electronically. Importing PayPal transactions into Yuki works slightly differently than with a regular bank account. 

One of the properties of a PayPal account is the absence of an account number. In Yuki we use your login email address for your PayPal account.

Supported file formats

To import PayPal transactions into Yuki, you must submit the export file in the following format:

• CSV 'Kommagescheiden - Betalingen die het saldo beïnvloeden' 

The following explains how to download PayPal files for PayPal Business.

Important requirements

Before you start downloading, your PayPal account must meet the following requirements:

• Business accounts only: Personal accounts are not supported. You can identify a business account by the URL in your browser once you’re logged in:
  
  
  
• Euros only: Transactions may only be exported and imported in EUR.
• One email address per file: Do you have multiple email addresses linked to a single PayPal account? If so, export the transactions in separate files, one per email address.
• Language set to Dutch: The export file must be in Dutch.
  
  Change the language
• Log in to your PayPal account
• Click “Profile” (the radar-shaped icon) in the top-right corner of the screen
• Click “Account Options”
• Under “Language,” select “Dutch”
• You’ll now see the message: “You might not see the language you chose until the next time you log in to PayPal.”
• Log out and log back in.
  
  

Download PayPal Business file

• You log in to PayPal
• Select 'Activiteit' at the top of your screen.
• Click on the download icon
• Click on 'Meer rapporten weergeven'
• Click on 'Activiteiten' and then on 'Activiteitenrapport'
  
  
  
• PayPal allows you to create a detailed activity report:
  
  
  TIP!
  By clicking on the asterisk in the activity report, you can add this export type to your favourites, making it easier to find in PayPal next time.
  
  
• Select 'Van invloed op saldo' under 'Transactietype'

• Select the required date range

• Select the file format 'CSV' under 'Format'

• Click on 'Rapportvelden aanpassen' and check the 'Transactiegegevens' checkbox in the now-opened screen:
  
  
  

• Then on click the 'Rapport maken' button to submit a request to generate the report with transactions.

• Now click on the 'Downloaden' button at the bottom right of your screen to download the relevant report (file with transactions).

Upload PayPal Business file to Yuki

We recommend that you do not open or edit the file. This ensures that the file structure remains intact and allows Yuki to process the file correctly.

You can then upload the downloaded file to Yuki via the PO Box or send it as an attachment by email to <yourdomainname>@yukiworks.nl.

The electronic file will be automatically processed in your administration.

For a detailed description of uploading files in Yuki, see article Upload files from PO Box.

Error message and solutions when importing PayPal Business file

The message shown below can have three different causes:

Message

Importing the electronic statement failed. This PayPal statement cannot be imported. It contains duplicate lines for the same transactions.

Cause 1

You downloaded the file on a Mac using the Safari browser (this creates invisible blank lines that are recognized as duplicate lines).

Solution

Download the file again, but use the Google Chrome browser this time.

Cause 2

The wrong file format was selected during the download.

Solution

Make sure you specifically selected 'Betalingen die het saldo beïnvloeden' when downloading. 

Cause 3

The statement contains additional detailed “shopping cart” information for each transaction.

Solution

• When downloading from PayPal, click on 'Rapportvelden aanpassen' .
• Uncheck the 'Neem de details van het winkelwagentje op als artikelregels onder elke transactie' checkbox.
  
  
  
• Click on the 'Opslaan' button and recreate the report.