Import bank statement lines from CSV/Excel fileby Softhealer Technologies https://www.softhealer.com
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|Lines of code||386|
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|Also available in version||v 14.0 v 13.0 v 10.0 v 9.0 v 12.0|
This module is useful to import bank statement lines from CSV/Excel. You can import custom fields from CSV or Excel.
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 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.
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