{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/068e3006215b424196eeeafa6052ed4d\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/068e3006215b424196eeeafa6052ed4d-f01ca76e965d4f8d.gif","duration":159.167,"title":"Connect FreeAgent with TOFU and Import CSV","description":"This Loom explains how to connect a free agent account with TOFU and then export bank statement data into free agent. First, in TOFU’s entity settings, authorize the connection and optionally enable self-prompt to improve extraction accuracy using historical accounts data stored in free agent, noting the integration is read-only and cannot publish or import extractions into free agent. For the export workflow, upload a bank statement into TOFU, review fields like transaction date, description, amount, and contact, then use More Options to export using the Free Agent Export template to download a CSV. In free agent, go to Banking and Open Bank Accounts, upload the CSV to the chosen account, review pending transactions, and click Explain or Accept to post them to your accounts."}