• Import bank statement lines from CSV/Excel file
  • Join us and help disrupt the enterprise market!

  • Home

  • About Module


    This module is useful to import bank statement lines from CSV/Excel. You can import custom fields from CSV or Excel.




    Versions


    • v13.0
    • v12.0
    • v11.0
    • v10.0
    • v9.0

    New Features


    • 1) Easy to import custom fields.
    • 2) Easy to import custom fields from CSV or Excel.
    • 3) Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.


    Features


    • 1) Easy to import.
    • 2) Import CSV or Excel.
    • 3) No special configuration required, install it, use it.
    • 4) This module saves your important time.
    • 5) It reduces human efforts.

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see a folder named ‘sh_import_bsl’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_import_bsl’.

    7) Click on ‘Install’ to install it.

    Workflow


     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



    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.

    Support

    You will get free support and assistance in case of any issues