Configure Bank Statement Import through Data Exchange Definition Part 2
Hello Readers, This blog is second part to the blog on Configure Bank Statement Import through Data Exchange Defination Part 1 (dhirennagar.blogspot.com) In this blog we are going to see a little more complex Bank Statement Import process. In below screenshot you can see a Bank Statement with Debit & Credit Columns which we need to configure for import. Now first we need to create Data Exchange definition for the same. In this blog we will create it manually as wizard method is not capable to handle this case. Go to Data Exchange Definition page and click on new. You can keep any code and name. Because we will import CSV file, file type should be Variable Text and Column Separator set as Comma . Other details will be as shown below. After this we need to configure column setup. For this needs to specify Line Definitions and Columns Definitions. Our file has 5 columns with Date, Particulars, Debit, Credit and Balance so setup will be as follows. For Date we need to provide Date for