Help Center

Uploading on Spincrunch

  • Forward it directly from the Safaricom portal using USSD *234# or *334#.
  • Dial *234*5# from the customer's phone, then enter digistatement@gmail.com as the email linked to Spincrunch.
  • Request the statement from the customer and forward it as an attachment to the email associated with Spincrunch.
  • Use API auto-forwarding for those integrated with Spincrunch.
  • Directly upload the statement in the system by:
    1. Logging in.
    2. Navigating to the Mobile Money section from the dashboard.
    3. Clicking Upload new.
    4. Selecting the file and entering the password.
    5. Confirming the document in the preview.
    6. Clicking Upload document.

The statement will then be visible under the Mobile Money section.

# What NOT to Do While Uploading an M-Pesa Statement

  • ❌ Refrain from renaming the document—forward it as received from Safaricom PLC.
  • ❌ Avoid sending scanned documents because:
    • We cannot authenticate their origin.
    • Scanned documents can easily be modified.
    • Data extraction from scanned statements is often inconsistent.
  • ❌ Do not send unsupported documents (e.g., tax documents, passport photos, ID documents, loan application forms).

    ✅ Only financial statements are supported.

  • ❌ Avoid sending unencrypted M-Pesa statements.
  • ❌ For M-Pesa statements with ID as the password, ensure you put a hash (#) before the ID number in the body of the email (e.g., #36712657).

# Document Upload Methods

There are two ways to upload documents:

  1. Via the organization's email

    • Forward the client’s emailed statement to the organization’s email provided during onboarding
      (e.g., digistatements@gmail.com).

  2. Directly through the system

    • Click on Upload new.
    • Navigate to the document on your device.
    • Select the appropriate statement bank and statement type (personal or business).
    • Browse your device to locate the document.

# Password Entry

  • If the document is password-protected:
    • Click inside the password entry field.
    • Enter the password, then click Enter password.
  • If not password-protected:
    • Click inside the DocumentPassword textbox and leave the cursor blinking.
    • Do not enter a random password.

# Uploading the Document

  • After entering the password (if applicable), click Upload document.
  • A preview will display on the right side of the screen.

# Starting the Analysis

  • Once the document preview appears, click Start analysis to initiate data extraction.

← View Analysis →