Page History

使用者可以從銀行匯入交易記錄到系統中，設置如下：

以下是用於此示例的樣本CSV文件：
A欄：交易日期
B欄：描述
C欄：金額
D欄：文件號碼
Image Added

設置：

1. 前往“數據交換定義”，創建一張新卡片。
   Image Added
   
   
2. 在卡片上，輸入以下相關字段：
   
   1. 在一般選項卡下：
      Image Added
      
      
   2. 在行定義下：
      輸入CSV文件中的欄位
      Image Added
      
      
   3. 在列定義下：
      根據CSV文件格式輸入欄位定義
      Image Added
      
      
3. 返回到行定義，點擊“管理”，然後選擇“字段映射”
   Image Added
   
   
4. 在字段映射卡上：
   
   1. 創建一張新卡片
      Image Added
   2. 在一般選項卡下輸入以下內容：
      Image Added
      
      
   3. 在字段映射選項卡下，選擇在步驟2c中設置的列編號（見上文）
      Image Added
      
      
   4. 在字段ID下，映射相關字段
      Image Added
      Image Added
      Image Added
5. 然後轉到銀行匯出/匯入設置
   Image Added
   
   
6. 創建新的並輸入以下行
   Image Added
7. 返回相關的銀行卡片並與匯入設置進行關聯
   Image Added
   選擇相關的銀行帳戶
   Image Added
   在銀行卡片上，在轉帳選項卡下，輸入銀行對帳單匯入格式欄位。
   Image Added

...

Setups:

Go to "Data Exchange Definitions", create a new card.
Image Removed
On the card, input the related fields as below:Under the General tab:
Image Removed
Under the Line Definitions:
Input the columns in the CSV file
Image Removed
Under the Column Definitions:
Input the columns definitions based on the CSV file format
Image Removed
Go back to Line Definitions, click Manage, then select Field Mapping
Image Removed
On the Field Mapping Card:
1. Create a new card
   Image Removed
Input the General tab as below:
Image Removed
Under the Field Mapping tab, select the Column No. as setup in Point 2c (see above)
Image Removed

2. Under Field ID, map the related field
   Image Removed
   Image Removed
   Image Removed
Then go to Bank Export/ Import Setup
Image Removed

3. Create New and input a line as below
   Image Removed
4. Go back to the related Bank Card and link with the import setting
   Image Removed
   Select the related Bank Account
   Image Removed
   On the Bank Card, under the Transfer tab, input the Bank Statement Import Format field
   Image Removed