bankimport

Work on an existing Dolibarr module for importing bank statements, validating their data and checking for duplicate transactions.

Status

Existing Dolibarr module extended

Role

bug fixing, workflow improvement, module development

Stack

Dolibarr, PHP, bank import

Problem

Bank statements need format detection, validation and duplicate checks before their transactions are added to Dolibarr.

Outcome

The extended module supports CSV and CAMT.053 XML statements, with format detection, validation and duplicate checks before import.

Highlights

• Extends an existing open-source Dolibarr module.
• Supports CSV and CAMT.053 XML bank statements.
• Validates statement data and checks for duplicate transactions.

This work extends the BankImport module originally developed by Tilo Thiele. The linked fork documents supported statement formats and import checks. Dolibarr’s Bank module must be enabled, and the selected account’s currency must match the XML statement currency.