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Importing bank statements

By
Fabio
on 4/28/13, 1:27 PM 2,606 views

I would like to import bank statement in openERP. I get errors even when I try to import a statement I just exported. Could anyone give a working csv sample, please? Regards

0
Mark Lewis
On 6/17/17, 7:42 AM

I exported journal entries for the bank to get the template giving fields


journal_id/id

line_ids/account_id/id

line_ids/partner_id/id

line_ids/debit

line_ids/credit

line_ids/date

line_ids/internal_note

name

But it (v9) tells me that name (number is missing a required value. I've tried the name column with an existing statement number to no avail. The name field cannot be left out.

I don't know how to do this and will be entering manually otherwise.

Thanks

0
Sandro Regis
On 4/28/13, 5:30 PM

The CSV file fields must match the entity attributes. The best way to know them is first use the export resource after execute some view. This way you will have the right columns name and kind/type of value that will be consumed on import data.

Hope it helps you!

Hi. I did try this way several times before posting, unfortunately, for the bank statement, the system does not even import what I just exported. I export an "import compatible" csv from a bank statement I inserted manually in the system. Then I try to import it, and I get quite a few errors.

Fabio
on 4/30/13, 6:10 AM

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Asked: 4/28/13, 1:27 PM
Seen: 2606 times
Last updated: 6/17/17, 7:42 AM