import_transactions
Import CSV files for orders, PSP transactions, bank settlements, or disputes with a saved mapping profile; load CAMT.053 bank statements without one, and duplicate rows are skipped.
Instructions
Import an export into the workspace. CSV needs a saved mapping profile; CAMT.053 bank statements need none. Rows already imported (same id) are skipped, so re-importing a file is safe.
Args: target: One of orders, psp_transactions, bank_settlements, disputes. profile_name: Saved mapping profile (CSV only). file_path: Path to the file on this computer. Use this or content. content: The file's text, if it was shared in the conversation instead. mode: "append" (default) adds new rows; "replace" swaps out everything for this target. batch_ref_pattern: For CAMT.053, regex to find the payout id in references.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | append | |
| target | Yes | ||
| content | No | ||
| file_path | No | ||
| profile_name | No | ||
| batch_ref_pattern | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||