Import bank statement lines from CSV/Excel file

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Odoo

17.88

v 9.0 v 10.0 v 11.0 v 12.0 Third Party 27
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Included Dependencies
Popup Message (27 lines of code)
Lines of code 386
Technical Name sh_import_bsl
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 10.0 v 9.0 v 12.0 v 13.0
You bought this module and need support? Click here!
Included Dependencies
Popup Message (27 lines of code)
Lines of code 386
Technical Name sh_import_bsl
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 10.0 v 9.0 v 12.0 v 13.0
Import bank statement lines from CSV/Excel file

This module is useful to import bank statement lines from CSV/Excel. You can import custom fields from CSV or Excel.

Videos

New Features


Easy to import custom fields.

Easy to import custom fields from CSV or Excel.

Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.

Features


Easy to import.

Import CSV or Excel.

No special configuration required, install it, use it.

This module saves your important time.

It reduces human efforts.

Version


v11.0.2 (31th March 2020)
  • Easy to import custom fields from CSV or Excel.
v11.0.1 (26th December 2019)
  • Initial Release.

First, you need to tick "Import Bank Statement Lines" groups to import bank statement lines.


"Import Bank Statement Lines" Button in bank statement form view.


When you click on the "Import Bank Statement Lines button", the import wizard will be opened where you can upload the CSV/Excel file and hit the apply button.


Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.


Imported bank statement lines look like below.


Your CSV file format must match like below.


Your Excel file format must match like below.


Custom Fields

Custom fields format.


Import custom character field "Information".


Your CSV/Excel file must match like below and You can add custom fields column after the 'Check Out Date & Time' column as shown in the below image.


Your CSV/Excel file format looks like below, You can add custom fields column after the last column.


Help & Support

You will get free 90 days support and assistance in case of any issues


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