Firefly III CSV Importer Tool.
- About the Firefly III CSV importer
- Getting Started
- Known import challenges
- Other stuff
This is a tool to import CSV files into Firefly III. It works by using a personal access token to access your Firefly III installation's API. It will then create transactions based upon the CSV files you upload.
Use this tool to (automatically) import your bank's CSV files into Firefly III. If you're a bit of a developer, feel free to use this code to generate your own import tool.
- This tool will let you download or generate a configuration file, so the next import will go faster.
Anybody who uses Firefly III and wants to automatically import files.
You can use this tool in several ways.
Generally speaking, it's easiest to use and install this tool the same way as you use Firefly III. And although it features an excellent web-interface, you can also use the command line to import your data. There are upgrade instructions for both methods of installation.
The full usage instructions can be found in the documentation. Basically, this is the workflow:
- Set up and configure your Personal Access Token and Firefly III URL.
- Upload your CSV file.
- Tell the importer what your CSV file looks like..
- Set each column's role and data type.
- Map values in the CSV file to existing values in your database.
- Enjoy the result in Firefly III.
- Import at least once so you'll have a configuration file.
- Or, get a configuration file from the repository.
- Run the Docker inline import command
Most people run into the same problems when importing data into Firefly III. Read more about those on the following pages:
- Issues with your Personal Access Token
- Often seen errors and issues.
- Frequently asked questions.
- My bank delivers bad CSV files, what do I do now?
For all other contributions, see below.
If you like this tool and if it helps you save lots of money, why not send me a dime for every dollar saved!