Bkper OFX Import Bot

Import OFX files directly into your books.

Jacob van den Berg avatar
Written by Jacob van den Berg
Updated over a week ago

August 14th, 2023

Because of a change internally the OFX import Bot is not parsing OFX files.

Normally banks have an OFX file available which you can record by dropping it in your book.

Each OFX transaction generates one record new record on Bkper. The Bookbot will do its best to find the accounts for you, but you can make the process more predictable by mapping the accounts to the OFX files.

To map the accounts you should find one of the following properties on the OFX and set it in the account description or name:

  1. ACCTID - match account description

  2. BRANCHID - match account description

  3. ORG - match account name or description

Those fields are located as follows:

In the example above, if you have an account named "Banco do Brasil", or "1849-x" or "615450-6" in the account description, that account will be selected to record the transaction:

Usually each OFX transaction has a unique id. If so, Bkper will use this id to verify if the transaction was already imported, preventing duplications.

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