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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / CSV BANK STATEMENT IMPORT
Small and medium business | Business Central, N...
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CSV BANK STATEMENT IMPORT

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Posted on by TMAC54 60

Hi all,

I am attempting to import the CSV Bank statement into 365 BC.

Have done all the setups as outlined here https://www.loganconsulting.com/blog/csv-file-bank-statement-bc/ This is from  2020 so probably out of date

However I am getting the following error when I try to import the statement

pastedimage1660883960098v1.png

Now in looking at the setup it shows this

pastedimage1660884012114v2.png

but what I have on that same screen in my BC (online version) is this

pastedimage1660884167643v3.png

I am missing this part on my screen

pastedimage1660884199161v4.png_2D00_640x480.png

I am thinking this may be my issue as I appear to be missing the line  Ext.Data Handling C....

Have trolled the forum and the internet and they all point to  the above screenshot that I am missing.

Once again would appreciate any ideas where to go from here.

Thanks

Tez

  • Mahesh U Profile Picture
    Mahesh U 429 on at
    RE: CSV BANK STATEMENT IMPORT

    HI,

    I see the screen shots which you have placed above are from CRM and you are trying them in BC(It wont make any sense).

    Could you please let us know what you are trying to achieve, So that we will guide you.

    Regards,

    Mahesh U.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,029 Moderator on at
    RE: CSV BANK STATEMENT IMPORT

    Those pictures are a little small. But it seems like you are comparing the control panel from a computer with the setting on your Business Central page.

    To find the settings in the first picture i think you must go to the computers control panel.

  • TMAC54 Profile Picture
    TMAC54 60 on at
    RE: CSV BANK STATEMENT IMPORT

    Thank you Mahesh, It appears to have solved that issue for that .

    I am curious however in my trolling to find an answer I came across this

    pastedimage1661046472022v2.png

    If I go into my Advanced Settings I see nothing like  that in fact I cannot even see Administration, this is what I have

    pastedimage1661046562095v3.png

    My question is HOW do i get to Administration?

    Bearing that I am on the cloud version 

  • Suggested answer
    Mahesh U Profile Picture
    Mahesh U 429 on at
    RE: CSV BANK STATEMENT IMPORT

    Hi,

    Click on show more then you can see those fields. See below Image.

    pastedimage1660888665321v1.png

    Regards,

    Mahesh U.

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