There are several ways to import data from other systems into Bkper.

Most processes leverage the Bookbot capabilities to help choose the right accounts, avoiding the complexity of mapping fields between systems, simplifying the import process.

You can make the account discovery process ran by the Bookbot more predictable by preparing the dataset with date, amount, origin (credit) and destination (debit) accounts, prior to description and url's, like the format bellow:

[Date] [Amount] [Origin] [Destination] [Description] [url's]

Example:

01/25/2018 34.67 Bank Transportation filling gas https://receipturl

You can use the Google Sheets add-on to load and prepare data before importing.

Google Sheets

Use the bkper sheets add-on to import data into your books. Open a CSV file with Google Spreadsheets and select the cells you want to record. On the add-on select the right book, press record and the cells will be recorded as drafts.

Copy & Paste

Copy any text from any source, paste it into the input field of the web console and the text will be converted into drafts on recording.


 

OFX files

The standard format OFX files, used by bank accounts and creditcards, can be uploaded (paperclip) or easily Imported with Google Drive

Integrations - Consist of proper and third party solutions that allow you to integrate other services with bkper.

BkperApp - The BkperApp library gives full control over the importation of data within Google Apps Script.

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