🔹 Flat Zip
A Flat Zip downloads all files from all banks and accounts into a single folder.
✅ Best for:
Clients with only a few accounts
Quickly accessing or copying files into other systems (e.g. your CRM)
🔹 Structured Zip
A Structured Zip creates folders for each bank, and within each bank folder, there are separate folders for each account.
✅ Best for:
Better organisation across multiple banks/accounts
Keeping files grouped logically
📁 Example structure:
/Bank A
/Account 1234
- statement.pdf
/Bank B
/Account 9876
- statement.pdf
🔹 Custom Zip
A Custom Zip gives you complete control over:
The naming convention for downloaded files
Whether or not you want folder structures
The format of file names using Liquid syntax
✅ Best for:
Creating a format that suits your CRM or file storage system
Personalised organisation based on client details
🛠 How Custom Zip Works
Use Liquid-style placeholders to define the file name and folder structure.
To create sub-folders, use the / character between placeholders wrapped in {{ }}.
📁 Example with sub-folders:
{{ last_name }}/{{ bank_name }}/{{ account_number }}/{{ display_type }} {{ end_date | date: "%m-%y" }}
📁 This would result in a structure like:
/Smith
/ANZ
/1234
- Transactions Jun-25.pdf
📄 Try This Example
Paste the below code into the Custom Zip format field and download a file to see how it works:
{{ last_name }} {{ bank_name }} x{{ account_number | slice: -4, 5 }} {{ display_type }} end {{ end_date | date: "%m-%y" }}
🔍 This format:
Puts all files into a single folder
Uses the client’s last name, bank, last 4 digits of the account, and statement type + date in the file name