Re: [GNC] Struggling with Export/Import of Accounts
> On Aug 4, 2019, at 12:23 PM, Michael Hendry wrote: > >> On 4 Aug 2019, at 16:32, Adrien Monteleone >> wrote: >> >> I’ve had no issue exporting and importing an account tree myself. >> >> I see you’re using a comma as part of an account name. While changing the >> separator and using quotes should work, I try to avoid commas in CSV data as >> a rule. >> >> Try using something else like `-` (hyphen), `–` (en dash), `—` (em dash), >> `~` (tilde), or `_` (underscore) and see if that works without quotes and >> with the standard comma separator or CamelCase the names if that isn’t an >> eye sore for you. > > That worked! > > I restricted myself to changing one name, replacing the comma with an > underscore, and edited the exported file with MacVim so as so import only > that account name and all went well! > > I plan now to investigate the mass-production of multiple identical > transactions such as annual subscriptions by editing the CSV file in MacVim. > This way I can keep the monitoring of such payments within GC, with the > simple recording of the receipt of a cheque updating that individual’s > account. I would suspect a macro of vim script could handle that easily as could macros in a spreadsheet. > > Many thanks, > > Michael > > PS My first attempt at importing the whole membership list failed, even > though I’d replaced the “, “ with “_” in the account names. I had a suspicion > this might relate to an e-acute (“é”) in a member’s name, and replacing this > with a plain “e” worked the trick. > >> >> Note, I’d suspect a bug, but maybe there is a good reason why it failed. >> Hopefully someone more familiar with the importer’s quirks will chime in. > > The failure to handle UTF-8 characters looks like a bug to me. Yep. I’d file that one. If it isn’t designed to handle them on purpose, then at least as an RFE. Regards, Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Struggling with Export/Import of Accounts
> On 4 Aug 2019, at 16:32, Adrien Monteleone > wrote: > > I’ve had no issue exporting and importing an account tree myself. > > I see you’re using a comma as part of an account name. While changing the > separator and using quotes should work, I try to avoid commas in CSV data as > a rule. > > Try using something else like `-` (hyphen), `–` (en dash), `—` (em dash), `~` > (tilde), or `_` (underscore) and see if that works without quotes and with > the standard comma separator or CamelCase the names if that isn’t an eye sore > for you. That worked! I restricted myself to changing one name, replacing the comma with an underscore, and edited the exported file with MacVim so as so import only that account name and all went well! I plan now to investigate the mass-production of multiple identical transactions such as annual subscriptions by editing the CSV file in MacVim. This way I can keep the monitoring of such payments within GC, with the simple recording of the receipt of a cheque updating that individual’s account. Many thanks, Michael PS My first attempt at importing the whole membership list failed, even though I’d replaced the “, “ with “_” in the account names. I had a suspicion this might relate to an e-acute (“é”) in a member’s name, and replacing this with a plain “e” worked the trick. > > Note, I’d suspect a bug, but maybe there is a good reason why it failed. > Hopefully someone more familiar with the importer’s quirks will chime in. The failure to handle UTF-8 characters looks like a bug to me. > > Regards, > Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Struggling with Export/Import of Accounts
I’ve had no issue exporting and importing an account tree myself. I see you’re using a comma as part of an account name. While changing the separator and using quotes should work, I try to avoid commas in CSV data as a rule. Try using something else like `-` (hyphen), `–` (en dash), `—` (em dash), `~` (tilde), or `_` (underscore) and see if that works without quotes and with the standard comma separator or CamelCase the names if that isn’t an eye sore for you. Note, I’d suspect a bug, but maybe there is a good reason why it failed. Hopefully someone more familiar with the importer’s quirks will chime in. Regards, Adrien > On Aug 4, 2019, at 5:03 AM, Michael Hendry wrote: > > I’m using GC version 3.5 on iMac with OS X High Sierra, set up to use UTF-8 > by default. > > I’ve created a GC file with accounts for each member of my Rotary club in the > form: > > Assets:Current Assets:Member:Surname, Forename > > and thought I should be able to copy these Accounts to another GC file using > "Export Account Tree to CSV” and “Import Accounts from CSV” on the respective > files. > > After my initial experiments failed, I ran a Google search, and found advice > from 2017 that it’s necessary to use a semicolon as a separator, and to use > quotes on export. > > These adjustments didn’t resolve the problem, which is that an attempt to > import fails to get beyond the “Import Account Preview…” phase. The header > labels appear in the window, but none of the other content of the file. > > I had hoped that I could edit the CSV file to include only the member’s > individual accounts, and in due course to create CSV transaction files to > speed the chore of adding a set of identical transactions for each member. > > Presumably someone out there is using CSV export/import successfully? > > Regards, > > Michael ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
