Importing CSV not adding payees automatically

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spillaip
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Importing CSV not adding payees automatically

Post by spillaip »

I am trying to import the bank transactions using CSV. I could map the fields and the transactions have appeared in the ledger. However, the import did not add the Payees automatically.

Please can you guide me.
MartinArmstrong
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Re: Importing CSV not adding payees automatically

Post by MartinArmstrong »

To help you, please could you post here:

- A couple of lines from your CSV file (open the file in a text editor such as Notepad and copy and paste the lines directly from the file)

- A screenshot of the MMEX Import screen so we can see the fields names you have mapped and the preview of the data (at the bottom of the screen)
spillaip
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Re: Importing CSV not adding payees automatically

Post by spillaip »

Have attached the csv sample and import mapping screenshot.
Attachments
mmex-csv.csv
(487 Bytes) Downloaded 24 times
mmx-import.PNG
mmx-import.PNG (145.33 KiB) Viewed 429 times
Nikolay
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Re: Importing CSV not adding payees automatically

Post by Nikolay »

There is no payee record in the csv file.
Screenshot 2021-03-30 170102.png
Screenshot 2021-03-30 170102.png (28.61 KiB) Viewed 423 times
This file may be imported with the following settings:
Screenshot 2021-03-30 170623.png
Screenshot 2021-03-30 170623.png (31.86 KiB) Viewed 423 times
But payee will be empty:
Screenshot 2021-03-30 170735.png
Screenshot 2021-03-30 170735.png (8.48 KiB) Viewed 423 times
MartinArmstrong
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Re: Importing CSV not adding payees automatically

Post by MartinArmstrong »

Nikolay wrote: Tue Mar 30, 2021 2:07 pm But payee will be empty:
Screenshot 2021-03-30 170735.png
Looks like the Deposit and Withdrawal amounts have been both been treated as Deposits in your screenshot Nikolay.
Last edited by MartinArmstrong on Tue Mar 30, 2021 7:26 pm, edited 1 time in total.
Nikolay
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Re: Importing CSV not adding payees automatically

Post by Nikolay »

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