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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45 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 ...
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0answers
19 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? ...
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1answer
28 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 ...
1
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1answer
35 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 ...
1
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1answer
36 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 ...
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0answers
15 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. ...
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0answers
16 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", ...
0
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1answer
49 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 ...
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1answer
94 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,...
0
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1answer
62 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 ...
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0answers
36 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 ...