How to import credit card transactions into ManageCasa

Why is importing a file the way into ManageCasa?

ManageCasa publishes no public API — no developer docs, no /api or /developers pages. So no card platform can push transactions into it directly. The route that works is the one ManageCasa itself supports: file import. The job, then, is producing a file ManageCasa's importer accepts on the first try.

What does the manual version of this look like?

Without tooling, the workflow is familiar to any property accountant: download the card statement from the bank, open it in a spreadsheet, code each charge to the right property and expense category, chase receipts separately, reshape the columns to what ManageCasa's importer expects, and upload. Every mismatch between statement columns and importer columns is a chance for a failed import or a miscoded charge.

How does Vergo automate the import?

Vergo replaces every step except the final upload. Spend on Vergo cards is captured as it happens; staff code each transaction to property, unit, and category from their phone and attach the receipt at the point of sale. Vergo then generates a custom-built CSV export matched to ManageCasa's import format — the columns, ordering, and values ManageCasa's importer expects, not a generic bank export. Your bookkeeper downloads the file and uploads it to ManageCasa. No re-keying, no column mapping session, no honest way to describe it as an API sync — because it is not one, and does not need to be.

What ends up in ManageCasa?

Each card transaction arrives as an importable line: date, amount, vendor, and the property-level coding applied in Vergo. Receipts stay attached to the transaction in Vergo as the supporting audit trail. The result is the same clean books an API sync would give you, delivered by an upload measured in seconds rather than an afternoon of data entry.

How do you set this up?

Setup is a one-time exercise: Vergo matches its export to the import format your ManageCasa instance expects, and your chart of properties and expense categories is reflected in Vergo so cardholders code against familiar names. From then on the routine is fixed — spend happens on Vergo cards, coding happens at the point of purchase, and whoever runs your books downloads the matched CSV and uploads it to ManageCasa on whatever cadence you choose. There is no software to install on your side and nothing required from ManageCasa, which matters precisely because ManageCasa publishes no API for a deeper hookup. The first import is worth checking line by line; after that, the file shape does not change and the upload becomes a two-minute habit.