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.
Thank you
Dr Suresh PB
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 147 times
mmx-import.PNG
mmx-import.PNG (145.33 KiB) Viewed 2145 times
Thank you
Dr Suresh PB
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 2139 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 2139 times
But payee will be empty:
Screenshot 2021-03-30 170735.png
Screenshot 2021-03-30 170735.png (8.48 KiB) Viewed 2139 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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