| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 523 |
| Technical Name |
om_bank_statement_import_custom |
| License | LGPL-3 |
OM Bank Statement Import Custom
Import bank statements from CSV and XLSX files with flexible column mapping, file-format controls, test import support, and automatic statement line creation in Odoo 16.
CSV + XLSX
Auto Column Detection
Test Import
Formatting Controls
Key Features
Import CSV or XLSX
Upload bank files directly from the journal and parse data from CSV or Excel sheets.
Auto Mapping Preview
The wizard reads sample rows and suggests matching Odoo target fields automatically.
Formatting Controls
Set encoding, separator, text delimiter, date format, decimal separator, and error handling rules.
Single Statement per File
Aggregate all rows from one file into one imported bank statement for easier review and reconciliation.
Preview
How It Works
- Open a bank journal and click Import Statement.
- Upload a CSV or XLSX file.
- Review the detected columns and map them to Odoo fields.
- Adjust file-format and value-format options if needed.
- Run Test Import or import the statement directly.
Supported Capabilities
- CSV import with configurable encoding, separator, and quote character
- XLSX import with sheet selection
- Date parsing for multiple common date formats
- Decimal and thousands separator handling
- Optional partner creation during import
- Error policy: stop import or skip invalid rows
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