Simple CSV Import Workflow (for Unsupported Data Sources)

What is the goal of your workflow? What problem does it solve, or how does it help you?
One of the challenges to importing CSV data from unsupported data sources is remapping the columns to match the Transactions sheet. Further, some columns (like Month, Week, Date Added, etc) contain derived data.

The goal of this workflow is to simplify and improve the accuracy of this process.

How did you come up with the idea for your workflow?
I built the Import CSV Line Items workflow in the Tiller Money Labs add-on, but I know many users have CSV data sources that are not supported.

Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
This workflow requires you to add bound scripts to your spreadsheet to perform the following actions:

  • Requests sheet name of your imported CSV data
  • Maps imported data to Transactions sheet headers per the column mapping in the first row (see below)
  • Creates new rows at the top of the Transactions sheet & inserts the data

Detailed documentation & script files are available in my csv2transactions project on Github.

I’ve also posted a video demo to walk you through:

  1. Installing the project script files
  2. Configuring your column mapping for your CSV data source
  3. Running the import process
  4. Learning a few power-user tricks

Is it ok for others to copy, use, and modify your workflow?
Of course.

Anything else you’d like people to know?
This script works with Tiller Money spreadsheets but it is a personal project not created, published or maintained by Tiller Money.

Let me know if you have any feedback! :smiley:

Thank you so much Randy! I just gave this a go with my Target RedCard.

I noticed something was slightly different for me:
From the GitHub instructions:

Once the spreadsheet tab reloads (be patient), you will see a new option in the menu bar “Simple CSV”. You have installed the script.

My menu option is “Simple Import”

For others who use this script, make sure to read the tip about Inverting Numbers but naming the column -Amount so your transactions stay consistent.

Great catch, @RachelB. Sorry about that. I changed the menu terminology about midway through development and the documentation didn’t keep pace. It’s fixed in the instructions now.

I’m glad the “inverting numbers” trick is working for you. Alternatively, you could map directly to a formula-driven “Amount” column if you use an ARRAYFORMULA() like this:

={"Inverted Amount";ARRAYFORMULA(IF(ISBLANK(A3:A),IFERROR(1/0),-A3:A))}
Don’t forget to remap the columns to match your data

Really happy to hear this has helped you through the Target outage.

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