Integration guide

Import your UniSuper data into OpenFolio

Import UniSuper statement or transaction exports for superannuation tracking.

Super transactionsContributionsFees

Export

How to export your data from UniSuper

  1. Log in to your UniSuper 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 CSV or XLSX file.

Steps are a guide; exact menu labels may change. Check UniSuper'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 UniSuper.
  5. Upload the file.
  6. Confirm the import.

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

Other integrations

More platforms in the same category.

AustralianSuper

Import AustralianSuper transaction history for superannuation tracking.

Rest

Import Rest MemberAccess transaction history for super contributions and fees.

PSSAP

Import PSSAP spreadsheet exports for superannuation account history.

Browse all supported integrations across brokers, banks, crypto, registries and super funds.

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.

View demo