OK, I've tried to build the proper Data Exchange Definition to import my bank statements but I keep getting failures.
The first issue may be solved. My bank provides the totals all as positive values and then provides a column to clarify "debit" or "credit" If there is a way to configure a Data Exchange Definition to handle this, it would be great. For now, I've worked out a manual formula to create a column with positive and negative values. It's a clunky extra step but it works.
The second issue, I cannot seem to resolve, I've used the wizard for creating the import file and done it manually but I keep running into this error:
Here are my settings:
File sample:
Account Name,Processed Date,Description,Check Number,Amount
AXEON CHECKING,5/14/2025,MERCH DEP BANKCARD CCD 948907957693483,,1674.15
AXEON CHECKING,5/14/2025,PAYMENTS CASCADE NATURAL PPD,,-22.84
AXEON CHECKING,5/14/2025,MERCH DEP BANKCARD CCD 948907957854650,,804.37
AXEON CHECKING,5/13/2025,MERCH DEP BANKCARD CCD 948907957693483,,367.2
AXEON CHECKING,5/13/2025,ONLINE PMT CAPITAL ONE WEB 43BYH9Q601PW4K9,,-2000
AXEON CHECKING,5/13/2025,MERCH DEP BANKCARD CCD 948907957854650,,1582.49
What do I need to correct?
