How to import statement

Support User
1

Thanks a lot @pokoli how can i import statement in bulk ? i cannot see file format while importing xls in import statement

2

Excel is not a standardized format for bank statement.
But we support already many formats like AEB43, CODA and OFX (see Accounting — Tryton Documentation latest documentation). And we would accept to include any commonly used format.

3

ok in india we mostly get statement in csv or xls format . what is the best option for us . can we convert this to other format like AEB43 ,CODA and OFX ?

4

There is a python library for converting csv to OFX.
You may be intersted on using it and import using the OFX format

5

As there will need to convert CSV format, it is probably simple to convert it to a CSV that can be imported by Tryton clients and create the statement directly.
Another way is to use the copy/paste of CSV to the editable lines of the statement origin.

6

The interesting fact about the csv2ofx library is that it has a set of mappings for some bank formats so the conversion format can be reused.

7

Hum, it sounds interesting to provide a module that relies on account_statement_ofx and convert the CSV based on a selected mapping.

8

I tried importing OFX file but still file format does not appear

Update : Never Mind i havent activate the statement ofx module