πŸ‡¨πŸ‡­ Bank J. Safra Sarasin CSV Integration Guide

Import Bank J. Safra Sarasin Statements into CSV

Bank-specific import workflow from Bank J. Safra Sarasin to CSV with AI extraction.

A Swiss private bank focused on sustainable banking and wealth management.

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Step-by-step: Bank J. Safra Sarasin β†’ CSV

1

Download your Bank J. Safra Sarasin PDF statement

Log into your Bank J. Safra Sarasin online banking portal. Navigate to Accounts β†’ Statements β†’ and download the PDF for the transaction period you need.

2

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your Bank J. Safra Sarasin PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Bank J. Safra Sarasin statement β€” date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as CSV format

Click the Export button, select CSV from the dropdown, and download your file. The A universal plain-text format readable by any spreadsheet or accounting software.

5

Import into CSV

Open CSV and use the file import/bank import feature to load your exported file. All transactions are automatically mapped β€” no manual reconciliation needed.

FAQs β€” Bank J. Safra Sarasin + CSV

Can I import Bank J. Safra Sarasin statements directly into CSV?
Yes. Use EuroExtract to convert your Bank J. Safra Sarasin PDF to CSV format, then import the exported file using CSV's Bank Import or Transaction Import feature.
What transaction fields are included in the CSV export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference β€” formatted specifically for CSV import.
Is this GDPR compliant for processing Bank J. Safra Sarasin data?
Absolutely. Your Bank J. Safra Sarasin PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Bank J. Safra Sarasin into CSV for free

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