Can I import additional information, such as the credit card number, when importing my statement lines?

Question

I use Brex, and they provide both a Card Number "Last 4" and Memo "Memo" field in their statement export file:

The Memo field is used by Employees to add notes, via the Brex Dashboard, that are often useful when tying transactions:

How can I import this additional information and use it when completing my credit card reconciliation?

Ray Carnes (ray) · Accepted Answer

When importing your statement lines, you can map up to two additional fields of data from your export file and bring the information into Odoo:
Reference (ref)
Terms and Conditions (narration)
Map your import file like this:

This information is then available from the Information popup for each imported line, via the TRANSACTION and NOTE fields:

Related Posts	Replies	Views
Incorrect Starting Balance when connecting credit card creditcard import	0 अक्तू॰ 24	1877
Can we Import attachments from front end on odoo 11 Solved import data	1 मई 19	7860
Import data from terminal using openerp-server import data	1 नव॰ 15	12555
Redefine import method to change file type import data	1 मार्च 15	6469
Exporting data to update Solved export import data	1 फ़र॰ 25	2566

This question has been flagged

Enjoying the discussion? Don't just read, join in!