When to Use Custom File Imports
Your bank or credit card isn't covered by default formats
You want to import transactions directly to save time
Preparing Your File
Log into your online banking
Export transactions in CSV format
Creating a Custom Import Format
Step 1: Access Custom Import Settings
Go to Banking | Bank Accounts
Click 'Enter Transactions' for the relevant account
Select 'Custom Import Formats'
Click 'Add New Custom File Import'
Step 2: Set Up the Import
Name your import format
Upload your CSV file (drag and drop or browse)
Identify the headings row and first data row
Step 3: Map the Columns
Tell Farmplan Business Cloud which columns represent:
Date (and its format)
Description
Amount (single column or separate in/out columns)
Step 4: Save and Use
Click 'Save File Import Format'
Your new format will appear in the list of default formats for future use
By following these steps, you can easily create a custom file import format for your bank transactions, streamlining your data entry process in Farmplan Business Cloud.
See also Bank File Imports.