ERP Ports

CRM Ports

The CRM ports provide a bidirectional interface to persistent file storage.

CRM entities can be stored to and retrieved from tab separated values TSV files.

Invoices Ports

Invoices are stored to and retrieved from JSON files.

Ledger Ports

To be written

Ledger Banana Import Handler

Importing Ledger Structure

The following steps export the information from the banana application:

  • Select the accounts tab displaying all the accounts and their structure of the period

  • Goto Data > Export Rows > Export Rows to txt

  • Select the destination file

  • If necessary change the extension to tsv

The generated file is a CSV file containing the whole ledger account plan. The separator is TAB.

Importing Transactions

The following steps export the information from the banana application:

  • Select the transaction tab displaying all the transactions of the period

  • Goto Data > Export Rows > Export Rows to txt

  • Select the destination file

  • If necessary change the extension to tsv

The generated file is a CSV file containing the transaction details. The separator is TAB. It is a good practice to generate a file per fiscal year.

All imported transactions should use the same ledger structure to support benchmarking and reporting over multiple periods.