Import CSV Line Items workflow question - bank import

Google Sheets
1

I have a question about the Import CSV Line Items workflow from Tiller Community Solutions.
My bank stopped supporting 3rd party. I am trying to figure out doing the CSV imports. I am using the template. It was working, but now when I import the new CSV file, the tool doesn’t do anything. It does not count the transactions. Nothing imports and I finally just have to hit cancel. I have tried exiting out and back into the sheet and refreshing the page.
Please advise why it is not working?

2

That sounds like the workflow is crashing. What is the file size, @justsayann? Did the workflow work initially on your banks data? You could also try just importing the CSV as a new sheet and moving the columns around to match your Transactions sheet column order.

You could also have a peek at the Simple CSV Workflow if the Line Item workflow is crashing.

3

Thanks for the response. I figured out the problem. I inadvertently changed the header “date” in the transactions sheet. This made nothing work. When I discovered this and fixed it, all is working correctly.

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