Custom CSV importers

[mfelice]

Hi,

I use a US broker and import all my transactions using the CSV import function. Every time I do this, I have to manually specify the corresponding fields to match those in my CSV file, which becomes tedious and error-prone. Could we have the ability to create custom CSV “importers” so that we specify this mapping between fields only once and then just use the importer we created? This would allow people with non-supported brokers (like me!) to adapt PP to our needs.

Thanks!

[chirlu]

Uh, I believe that’s already possible (although I don’t use it myself). Perhaps someone else can explain where the functions for saving/using templates are to be found.

[flywire]

@mfelice

Could we have the ability to create custom CSV “importers” so that we specify this mapping between fields only once and then just use the importer we created?

In this part of Import CSV file :

@flywire

Hint: If format is likely to be repeated use the gear icon to Save current configuration.

Better to use PP field names if possible for automatch.