Promotions

  • CRM 360

    This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.

    175.00 €  (350€)
  • Skin QuaranteDeux

    Skin quarante deux features: Compatibility with Dolibarr version v.18.00.00 & above. Seamless operation with PHP 8. Discover a new visual experience with our highly anticipated feature: dark mode!

    120.00 €  (240€)

New products

  • DoliPipeDrive

    DoliPipeDrive is an integration module for Dolibarr that enables data import from PipeDrive CRM to Dolibarr. It automates the import of contacts, companies and activities from PipeDrive to Dolibarr via PipeDrive webhooks.

    50.00 €
  • SMART BANK IMPORT

    Smart Bank Import is an interface that connects to your bank and allows you, in just a few clicks, to create and link Dolibarr elements: generate supplier invoices, record customer payments, manage salaries and taxes…From your Android app, you can also scan invoices directly into Smart Bank Import — the scanned documents are automatically converted into PDF files.

    69.00 €

Importbank

mp22074d20250510114012

ImportBank: Easily import your bank transactions from CSV files into Dolibarr ImportBank is a powerful module that allows you to import bank transactions from CSV files directly into your Dolibarr bank accounts. Save time and reduce errors by automating your bank data entry process.

40.00 €

  • Author Michel b. Service Solutions
  • Module version 1.0
  • Release date 05/10/2025
  • Access to updates and downloads Lifetime access
  • How to contact support m.bourliot@gmail.com
  • Compatibility Dolibarr V16 - V21   -   PHP7.4 - 7.4
  • Last update 08/01/2025 10:07 AM

More info

# ImportBank - Bank Transaction Import Module for Dolibarr

## Overview
ImportBank is a comprehensive solution for importing bank transactions from CSV files directly into your Dolibarr ERP. This module streamlines the process of recording bank transactions, saving you valuable time and reducing manual data entry errors.

## Key Features

### Flexible CSV Import
- Support for various CSV formats from different banking institutions
- Configurable field separators (comma, semicolon, tab, etc.)
- Customizable date formats to match your bank's export format
- Decimal separator options (period or comma)
- Support for different character encodings (UTF-8, ISO-8859-1, etc.)
- Ability to skip header lines in CSV files

### Smart Data Handling
- Automatic cleaning of special characters
- Optional automatic removal of thousands separators
- Intelligent field mapping for date, description, debit, and credit columns
- Preview data before import to ensure accuracy
- Edit transaction details directly in the preview screen
- Selective import - choose which transactions to import

### User-Friendly Interface
- Clear, intuitive interface with step-by-step import process
- Visual indicators for potential issues (e.g., missing amounts)
- Detailed error messages and warnings
- Comprehensive help documentation
- Support for both ascending and descending import order

## Benefits
- **Time Savings**: Eliminate manual data entry of bank transactions
- **Accuracy**: Reduce human error in transaction recording
- **Efficiency**: Process hundreds of transactions in seconds
- **Flexibility**: Compatible with CSV exports from most banking institutions
- **Control**: Preview and edit data before finalizing the import
- **Consistency**: Ensure uniform transaction data across your system

## Technical Requirements
- Dolibarr ERP version 13.0 or higher
- PHP 7.4 or higher
- Standard Dolibarr bank module must be enabled

## Installation
The module can be installed directly from the Dolibarr module interface or by extracting the module files to your Dolibarr custom directory.

## Support
For technical support, feature requests, or bug reports, please contact us through the Dolistore messaging system.

---

Take control of your bank transaction management today with ImportBank for Dolibarr!