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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.

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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 ...
stijn's user avatar
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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? ...
Dave Hassall's user avatar
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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 ...
Detlev Sieber's user avatar
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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. ...
Flying's user avatar
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1 vote
2 answers
69 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 ...
mgb-it-ag's user avatar
1 vote
1 answer
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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 ...
alicedd's user avatar
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1 vote
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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", ...
Xavier's user avatar
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1 vote
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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 ...
Xavier's user avatar
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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 ...
harshal's user avatar
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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 ...
harshal's user avatar
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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 ...
harshal's user avatar
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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,...
harshal's user avatar
  • 841