Questions tagged [civibanking]
CiviBanking is an extension that helps with importing bank statement files, automatically matching these to contacts and contributions and handling of bank accounts for contacts.
12
questions
0
votes
1
answer
18
views
Any luck with importing CODA files?
We installed CiviBanking 0.80 on a Drupal 9/CiviCRM 5.33. Then tried to import configs from https://github.com/Project60/org.project60.banking/tree/master/configuration_database/Importer/CODA but it ...
- 139
2
votes
0
answers
35
views
civibanking documentation
When creating a contribution or matching a contribution against a bank statement the matching scripts contain a bunch of attributes for which I cannot find an explanation anywhere. Any suggestions? ...
- 113
2
votes
2
answers
53
views
CiviBanking - Skip certain payment entries when importing
Use Case: The bank statement might contain some payments, that should NOT AT ALL get into CiviCRM (e.g. salary payments).
Is there an easy way to make the importer plugin skip certain lines?
Best
...
- 568
1
vote
0
answers
21
views
CiviBanking «dry run» missing
In the documentation (https://docs.civicrm.org/banking/en/latest/configuration/plugins/importers/xml/#test-configuration) it is explained that you could do «dry runs».
This option is missing for me. ...
- 2,241
1
vote
2
answers
59
views
CiviBanking: CSV importer not reading the config as expected
Unfortunately, even after several attempts, we have not managed to configure the CiviBanking plugin so that the csv file can be imported. We use a file from "Deutsche Skatbank" but the ...
- 45
1
vote
1
answer
41
views
Is there a way to connect the civisepa backend to the profiling in wordpress?
I'm trying to connect the payment attributes of my wordpress/civi profiles with civisepa, so that mandates will automatically be updated if a user changes his IBAN, etc. Is there any way to achieve ...
- 13
1
vote
0
answers
19
views
CiviBanking: Can we create a donor + donation in one step?
We receive some money from donors we simply can't find in our civicrm (their account is a different name than how their are known on civi)
We would like to offer a simple step "create the donor", ...
- 10.1k
1
vote
1
answer
47
views
Automatically create recurring donations from bank statements
I'm using the wonderful civibanking extension to import the bank statments, including creating the contributions from the donors that directly wire money to our bank account
for the "normal" bank ...
- 10.1k
0
votes
1
answer
73
views
How to debug variables inside function invoked via ajax call?
I want to debug a function on this file
https://github.com/Project60/org.project60.banking/blob/9dc6bdcc486753f70948edfd4ea36df0eb9d2f86/extension/api/v3/BankingTransaction.php
/**
* Analyses the ...
- 841
0
votes
0
answers
41
views
Review Bank Page Issue on Analyse (again) button
When I click Analyse (again) button on the review page i.e.(civicrm/banking/review?s_list=45)
I get 500 service unavailable error in console
https://www.example.com/civicrm/ajax/rest 500 (Service ...
- 841
0
votes
1
answer
76
views
How to add a Matcher Plugin in CiviBanking as I get "No Matcher Plugin Found"?
I was able to Import Bank Statement To Civicrm with the help of this
CiviBanking : No valid booking date detected. Not imported!
Now my second task is to add Matcher Plugin.
In Wiki Docs,
I see a ...
- 841
0
votes
1
answer
117
views
CiviBanking : No valid booking date detected. Not imported!
I am using civicrm extension
CiviBanking
https://github.com/Project60/org.project60.banking/blob/master/doc/civibanking-getting-started.md
I created a record in the table civicrm_bank_plugin_instance,...
- 841