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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Setup for bank stateme...
Small and medium business | Business Central, N...
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Setup for bank statement import--the link!

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Posted on by Community Member

Hi, anyone knows how to setup the bank statement import for HSBC Hong Kong bank? the file is in CSV format.

I think I need to set up for "Export/Import Setup" which I don't quite understand:

pastedimage1614258056300v1.png

Can anyone please help or provide some links for the instruction of this setting?

Many thanks!

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    Community Member on at

    Jasmine,

    You need to define a Data Exchange Definition in conjunction with Bank Export/Import Setup. You then update the Bank Account Card/Bank Statement Import Format filled out.

    pastedimage1614267070741v1.png

    The Data Exchange Definition you define for Type = Bank Statement and then you add this to the Bank Import/Export Setup.

    pastedimage1614267234003v2.png  pastedimage1614267278371v3.png

    Your Cronus database should have samples but if not I can send some over if you need them. I have done manual Data Exchange layout using an Excel download. Here is a link to Microsoft's documentation on the subject - https://docs.microsoft.com/en-us/dynamics365/business-central/across-set-up-data-exchange

    Hope this helps.

    Thanks,

    Steve

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