Integration guide

Import your PSSAP data into OpenFolio

Import PSSAP spreadsheet exports for superannuation account history.

Super transactionsContributionsFees

Export

How to export your data from PSSAP

  1. Log in to your PSSAP member portal account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a XLSX or CSV file.

Steps are a guide; exact menu labels may change. Check PSSAP's current help docs if a label has moved.

Import

How to import it into OpenFolio

  1. Sign in to OpenFolio.
  2. Go to Superannuation.
  3. Choose Import.
  4. Select PSSAP.
  5. Upload the file.
  6. Confirm the import.

Once imported, OpenFolio turns your PSSAP data into superannuation tracking and net worth tracking.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

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