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User may import transaction records from the Bank into the system, setups as below

Below is the sample CSV file to be used for this example:
Column A: Transaction Date
Column B: Description
Column C: Amount
Column D: Document No.
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Setups:

1. Go to "Data Exchange Definitions", create a new card.
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2. On the card, input the related fields as below:
   1. Under the General tab:
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   2. Under the Line Definitions:
      Input the columns in the CSV file
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   3. Under the Column Definitions:
      Input the columns definitions based on the CSV file format
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3. Go back to Line Definitions, click Manage, then select Field Mapping
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4. On the Field Mapping Card:
   1. Create a new card
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   2. Input the General tab as below:
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   3. Under the Field Mapping tab, select the Column No. as setup in Point 2c (see above)
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   4. Under Field ID, map the related field
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5. Then go to Bank Export/ Import Setup
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6. Create New and input a line as below
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7. Go back to the related Bank Card and link with the import setting
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   Select the related Bank Account
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   On the Bank Card, under the Transfer tab, input the Bank Statement Import Format field
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