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Importbank

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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 €
Al netto delle imposte

  • Autore Michel b. Service Solutions
  • Versione modulo 1.0
  • Rilascio data 10/05/2025
  • Accesso agli aggiornamenti e ai download Accesso a vita
  • Come contattare l'assistenza m.bourliot@gmail.com
  • Compatibilità Dolibarr V16 - V24   -   PHP7.2 - 8.5
  • Ultimo aggiornamento 09/09/2026 11.45

Maggiori informazioni...

# 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.

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




If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org