About the Import CSV Line Items Importer
This workflow makes importing CSV files into Google spreadsheets easier by:
- Recognizing & validating your import data source
- Remapping fields to match up with your Tiller spreadsheet
- Creating offsets to zero-out credit card charges from your feeds
- Itemizing orders into discrete line-items to facilitate accurate categorization (Amazon imports only)
- Tracking imported data and preventing the import of duplicates (not all data sources)
- Storing searchable metadata in the Transactions sheet
- Providing one-click filtering of uncategorized imported line items
How the CSV Importer for Google Sheets works
This workflow is designed for spreadsheets powered by Tiller. The CSV Importer saves time and improves accuracy when tracking how money was spent for personal finance and small-business users who regularly transact on the following services: Amazon, Venmo, Paypal, or Apple Card.
The workflow will also help to migrate users who wish to move data from another personal finance platform such as Mint, YNAB, or Personal Capital.
The Import CSV Line Items workflow recognizes the following CSV files:
- Amazon purchases (USA only)
- Amazon returns (USA only)
- Amazon Business Purchases
- Apple Card purchases
- Mint transactions
- Paypal transactions
- Personal Capital transactions register
- Venmo transactions
- YNAB transactions register
- Basic Bank CSV
Why use this workflow with your Tiller-powered spreadsheets?
- If your account is not supported for automated feeds from Tiller Money.
- If there is a temporary outage for your institution.
- You want to get historical data from before the first automated import via Tiller Money Feeds
Support & Documentation
- View documentation for the CSV Importer here the Tiller Community
- All Tiller Community Solutions are exclusively supported in the Tiller Community
Huge tiller fan here.
This looks great. Is there any way for this tool to work with any bank? Isn’t it all about identifying and matching the right column headers?
I had a solid workflow but once Yodlee stopped supporting UK (and many other) financial services it all broke.
For now I’m trying to use formulas in G Sheets to trim and re-format the CSVs to match the tiller layout/format and paste but this solution is rather slow.
I’ve also seen a python script (htt*s://d.pr/X5hjpA) the would format the csv data from Apple Card to work with tiller.
The code probably needs to be adjusted as probably has the potential to work with any bank/financial institution?
Glad to hear you’re enjoying Tiller, @Mariusz.
The tool can work with other banks but currently works with a preset list of remapping rules for known import types. (It is not currently programmed to recognize column names and dynamically remap them.)
I think we’ve got Apple Card working though sometimes the outputs (and thereby unrecognized) are slightly different when using them internationally.
I hope we are able to support you soon in the UK.
Randy
Hi @randy! also a big fan of tiller. I accidentally posted this in the old standalone Amazon addon article earlier today but was pointed here. I actually was using the Tiller Labs Add-on (not the standalone) when I wrote this:
“Hi @randy, I have a personal and business amazon account. Worked great for the personal, but as noted above, didnt work for the business export. I took the from Personal Items Report export that worked and edited the business export to mimic the exact data / template structure / column headers. However on upload it just gets stuck on the processing the data step (with the dots gif).I cant figure out why it wont work. I imagine something simple i’m missing. Any chance you would be willing to peek at my CSV to see what is causing the snag? If you can help figure it out, I can write a quick little script to convert business exports to personal export template for others with the same issue to use until amazon business is supported. Cheers!”
Sounds like I’ve been trying to the same thing as @Mariusz. Would love to get this working as it would save me a ton of time. If you’re willing to take a quick look at the csv file im trying to import to see why its not working I’d truly appreciate it and would write a script to help others in the same predicament. Thanks!
I haven’t built an importer for an Amazon business export yet. It probably isn’t a huge project and I’m willing to take a look at the feasibility in the coming week, @ellisar.
The file you shared looks really similar to the Amazon Personal export. I assume that is the version of the CSV that you massaged to make it look like an Amazon personal file and not the original business export. Can you confirm this?
If you’re willing to share a bit of an Amazon business export, I’ll have a look into working up a dedicated import rule set. Just send me the first few rows (especially the header) via DM in this forum. Feel free to scrub any personal info.
Best,
Randy
P.S. In the interim, if you want to ingest the file you shared, just add a column called
Group Namein AJ1 and try re-importing.P.P.S. I deleted the attachment from your post for your privacy.
@randy That is great to hear. I appreciate your willingness to look into it so soon.
That is correct, the version I sent you was an Amazon Business Order Report Export. Almost all of the data was exactly the same with just slightly different abbreviations for column names (plus the business export had a lot more columns to sift through to find the required ones). Pretty much only had to change column names to Amazon (Personal) Items Report names and concatenate 2 cells into 1 for 1 column.
Will DM the Business export now. And awesome! Will give the Group Name column addition a go in the morning – will report back! Truly appreciate your help with this.
Cheers,
Adam