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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:
Can anyone please help or provide some links for the instruction of this setting?
Many thanks!
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.
The Data Exchange Definition you define for Type = Bank Statement and then you add this to the Bank Import/Export Setup.
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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