Re: Musings on a CSV import feature

["Sam Clyde" <..hidden..>]

We do something similar with Jitterbit ( www.jitterbit.org ) . This is
an open source GUI integration application that will let you map the
.csv file (or any other database or file format) and import or update
on a scheduled basis.


Sam


On 2/4/08, Luke <..hidden..> wrote:
> I know the discussion of CRM and such fizzled a bit, but this goes back
> to accounting directly, I believe.
>
> I'm not so much wondering how to implement this sort of thing; but am
> wondering what changes would have to happen in the base application,
> before doing this with relative ease would be possible.
>
> I often run into situations where I have CSV financial statements provided
> to me by various organizations.  Examples are:
>
> * PayPal provides monthly statements in CSV.
> * A company for which we are a reseller of many services, provides start
>   of month billing transactions and such through CSV files.
> * Our bank may be able to provide CSV statements.
>
> It would be highly nice, to be able to have LSMB read in those CSV files,
> and take programmed actions based upon their contents.  Now, of course,
> this would require a per-generator configuration, but once one had, for
> example, a PayPal configuration (macro set, what ever), it could be a snap
> every month to read in and reconcile a PayPal statement.
> (Another reason why an API separate from the UI might be desirable)
>
> I don't know how commercial apps handle such things (or if they do,
> although I suspect they do since most people making available CSV files,
> state "for easy import into your accounting software"), but if so: what do
> they do with them?  Take QuickBooks for example...
>
> Regardless, this would be a highly useful feature or set of features.
>
> Luke
>
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