[Script request] Firefly Importer #1193
Replies: 2 comments 1 reply
-
|
https://github.com/bnw/firefly-iii-fints-importer This one is very good for German Users:
|
Beta Was this translation helpful? Give feedback.
-
|
Thumbs up for this! I just used the scripts to mess around with Firefly III, but was disappointed to find out that we also need the importer for full functionality! |
Beta Was this translation helpful? Give feedback.
-
|
Without the Importer you have to add all Transaktionens manuelly. |
Beta Was this translation helpful? Give feedback.
-
Application Name
Firefly III Importer
Website
https://docs.firefly-iii.org/explanation/data-importer/about/introduction/
Description
Firefly III Data Importer
The Firefly III data importer can be used to import data into Firefly III. It is a separate tool from Firefly III with its own installation guide.
The importer can import CSV files and CAMT.053 files. It can also connect to banks using third party services, namely Salt Edge's Spectre API and GoCardless' bank API.
Importing transactions can be complicated, so be sure to check out the following pages:
Tutorial: Import a basic CSV file
Tutorial: Import from GoCardless
How to install using Docker
How to configure the data imporer
Can the data importer sync with my bank?
Yes. The data importer uses Spectre and GoCardless to connect to over 6000 banks. Please see the configuration page for more details and read up on GoCardless and Salt Edge / Spectre.
There is also a Firefly III API that you can connect to [YOUR BANK HERE], if you are clever enough to build something in your favorite programming language.
Can you clean-up the transactions from [my bank]?
If your bank delivers terrible files, or when the GoCardless / Salt Edge import is exceptionally messy, there is not much I can do about it.
There aretoo many banks and financial institutions in the world for me to manage exceptions or options for. If you run into a data quality issue, the best place to get it addressed is at the source: your bank.
Will manually entered transactions match with imported bank transactions?
Probably not. Most imported transactions have different fields with different values, which break the matching algorithm.
I want to auto-import transactions from [my bank] out of the box!
There are several ways to do this:
Using the CLI (and a cron job)
Using the web (and a cron job)
Is the data importer multi-user?
Yes. It borrows login information from Firefly III using OAuth. To make sure it redirects to Firefly III, where you can log in, do not set the FIREFLY_III_ACCESS_TOKEN in the data importer environment variables. Use only the FIREFLY_III_URL variable. This way, each user must authenticate to the data importer.
Some features are not available when you set up a multi-user data importer: you cannot use the POST import function, and you can't import over the command line.
If you use Firefly III with "remote user authentication" (for example Authelia) the data importer can only use personal access tokens. That means that it cannot be made multi-user.
In such cases, you must set up multiple data importers, one for each user.
Due Diligence
Beta Was this translation helpful? Give feedback.
All reactions