tryton and bank import

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Martin Kaffanke

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Oct 31, 2011, 2:04:27 PM10/31/11
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Hi there,

Is there a possibility to import from bank by ofx or csv? How is the
workflow for that?

thanks,
Martin

TPH

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Sep 9, 2013, 11:38:50 AM9/9/13
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Raimon Esteve

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Sep 12, 2013, 4:33:09 AM9/12/13
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2011/10/31 Martin Kaffanke <m.kaf...@gmail.com>:
> Is there a possibility to import from bank by ofx or csv? How is the
> workflow for that?

we are working bank_es module to import banks from csv file. This
module replace party_bank_es (1)

(1) http://apps.tryton-erp.es/party_bank_es/

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Artem Braga

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Feb 1, 2017, 10:40:05 AM2/1/17
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Hello. 

To revive this topic, I wanted to ask if the functionality of bank statement import (upload) to Tryton had been implemented? I could not find the workflow for this process. 

Thank you 
Artem 

понедельник, 31 октября 2011 г., 20:04:27 UTC+2 пользователь Martin Kaffanke написал:

Sergi Almacellas Abellana

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Feb 1, 2017, 10:45:07 AM2/1/17
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El 01/02/17 a les 16:23, 'Artem Braga' via tryton ha escrit:
> Hello.
>
> To revive this topic, I wanted to ask if the functionality of bank
> statement import (upload) to Tryton had been implemented? I could not
> find the workflow for this process.
We have been working on it recently:

https://bugs.tryton.org/issue5882

Any kind of feedback will be much appreciated.

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Artem Braga

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Nov 22, 2017, 10:37:45 AM11/22/17
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Hello

In new Tryton 4.6. release a statement import wizard is implemented, which is quite a cool feature.

Does wizard allow to import only CODA files? Are other file formats should be customized separately?

Best regards
Artem

Cédric Krier

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Nov 22, 2017, 11:05:09 AM11/22/17
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On 2017-11-22 07:37, 'Artem Braga' via tryton wrote:
> In new Tryton 4.6. release a statement import wizard is implemented, which is quite a cool feature.
>
> Does wizard allow to import only CODA files? Are other file formats should be customized separately?

Yes people must proposed new module per file format.

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