Overview
Crowdlending Hub supports importing your investment data via CSV files, making it easy to track investments from any platform.
CSV Format Requirements
Your CSV file should include the following columns:
| Column | Required | Description | Example |
|---|
| platform | Yes | Platform name | Mintos |
| year | Yes | Year (YYYY) | 2024 |
| month | Yes | Month (1-12) | 3 |
| amount | Yes | Portfolio amount | 5000.00 |
| interest | Yes | Interest earned | 42.50 |
| bonuses | No | Cashback/bonuses | 10.00 |
| fees | No | Platform fees | 2.50 |
| writeoffs | No | Defaults/losses | 0.00 |
| deposits | No | New deposits | 500.00 |
| withdrawals | No | Withdrawals | 0.00 |
| currency | No | Currency code | EUR |
Sample CSV
platform,year,month,amount,interest,bonuses,fees,writeoffs,deposits,currency
Mintos,2024,1,5000,42.50,0,2.50,0,500,EUR
Mintos,2024,2,5500,46.20,10,2.75,0,0,EUR
PeerBerry,2024,1,3000,27.00,0,0,0,300,EUR
PeerBerry,2024,2,3300,29.70,5,0,0,0,EUR
Step-by-Step Import
1. Prepare Your Data
- Export transaction history from your P2P platform
- Aggregate monthly totals (sum all interest, fees, etc. per month)
- Format according to our CSV template
2. Access the Import Tool
- Go to your Dashboard
- Click "Import CSV" button
- Select your platform (or create a new one)
3. Upload and Map Columns
- Upload your CSV file
- Map your columns to our format
- Preview the data before importing
4. Review and Confirm
- Check the preview for any errors
- Confirm the import
- View your updated dashboard
Platform-Specific Tips
Mintos
- Export "Account Statement" as CSV
- Sum by month: Interest, Late fees received, Bonus
- Subtract: Service fees, Currency exchange fees
PeerBerry
- Use "Transactions" export
- Sum "Interest" type transactions by month
- Include cashback bonuses separately
Bondora
- Export "Cash Flow" report
- Include: Interest, Bonuses, Recoveries
- Deduct: Service charges, Defaults
Estateguru
- Use "Transactions" export
- Sum interest payments monthly
- Track defaults from "Loan Status" page
Troubleshooting
Common Issues
"Invalid date format"
- Use YYYY for year, 1-12 for month
- Don't include leading zeros in month
"Platform not found"
- Create the platform first via "Add Platform"
- Use exact platform name matching
"Duplicate entry"
- Check if data for that month already exists
- Use "overwrite" option to replace existing data
"Invalid amount"
- Use decimal points, not commas (5000.50, not 5000,50)
- Don't include currency symbols
Best Practices
- Import Monthly: Set a reminder to import data each month
- Keep Backups: Store your CSV files for reference
- Verify Totals: Cross-check imported data against platform statements
- Use Templates: Create a spreadsheet template for each platform
Ready to import? Go to your Dashboard and click "Import CSV".