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Welcome to Project-60's CiviBanking CiviCRM module.

These pages present an early draft of the manual. The project description and state can be found on the Project-60 Home Page page.

Installation

0. Download or GIT-clone the extension part of this repository and put/copy/link it into your CiviCRM's extension directory
1. If you use logging, disable it for the moment.
2. Go to the 'manage extensions' admin screen, refresh, and install CiviBanking
3. Now you can turn on logging again, if you turned it off previously
4. We currently don't have a front end to configure the plugins, so you will have to create a plugin instance in the database (in this case, a CSV importer):
5. We need to know the import plugin type ID...

SELECT id FROM civicrm_option_value WHERE label='Import plugin';
=> 746

2. ...and the CSV Importer class ID

SELECT id FROM civicrm_option_value WHERE value = 'CRM_Banking_PluginImpl_Importer_CSV';
=> 745

3. Now we can create an (unconfigured) plugin instance

INSERT INTO civicrm_bank_plugin_instance (plugin_type_id, plugin_class_id, name, description, enabled, config, state) VALUES (746, 745, 'My first importer', 'This is just the first step', 1, '{}', '{}');

4. Get your plugin's ID (since there's only one) by

SELECT id FROM civicrm_bank_plugin_instance;

5. If you want to update your plugin's configuration (see "Configuration" below):

UPDATE civicrm_bank_plugin_instance SET config='<json config string>' WHERE id=<your_id>;

5. Now you can start importing CSV bank statements via "Banking" -> "Import Payments"

Configuration

1. Importers
2. CSV-Importer
3. Dummy Importer

Also refer to the Getting Started with CiviBanking.