Hi there 👋

Step 1: Log in to your Yield.app account.

Step 2: Go to your account settings:

Step 3: Select the dates and file format:

👉 Start date: The date your account was created

👉 End Date: 12/31 of the last completed year

👉 Format: CSV (we do not read PDF files)

Step 4: Upon receipt, upload the file to Waltio.

⚠️ Opening and saving a CSV file can sometimes modify its structure, thus blocking automatic lecture by our program. Once files from Yield.app files are downloaded, please, do not open them or modify their names so that we can read it correctly !

Thank you.

If you have any other questions, do not hesitate to contact us via the Chatbot just at the bottom right of your screen! 💬

The Waltio Team.