BankImportPlus lets you import bank transactions directly into your Dolibarr bank account. The module automatically detects which entries already exist (duplicate protection) and tries to match each transaction to an open invoice or a business partner – saving you a lot of manual reconciliation work.
The module provides two import methods:
An import template tells the module how your CSV file is structured: which column contains the date, which contains the amount, which contains the payment reference, etc. You only need to create this template once per bank and can reuse it for all future imports.
Once your import template is set up, you can upload CSV files:
The preview shows all read transactions side by side with the existing Dolibarr bank entries. This gives you a clear view of which entries are new and which already exist.
For outgoing payments (negative amount), the module can automatically create a supplier invoice in Dolibarr, validate it, and mark it as paid.
Each created supplier invoice contains:
Enable Banking is a European service that allows you to securely fetch bank transactions directly from your online banking – without manual CSV exports. The connection uses the legally regulated PSD2 standard (EU open banking directive), which requires you to explicitly grant the application access to your account data.
Enable Banking supports over 2,000 banks across Europe, including banks in Austria, Germany, France, Spain, and many other EU countries.
This is a one-time setup that takes approximately 15–20 minutes.
1. Choose environment – click "Production":
Click the Production button (not Sandbox!). Sandbox is intended
for developers and testing only and supports only a limited number of banks.
2. Choose RSA key method:
Select the option that matches your technical experience:
openssl genrsa -out private_key.pem 2048
openssl rsa -in private_key.pem -pubout -out public_key.pem
Then upload the generated public_key.pem as the certificate.
3. Fill in the form fields:
https://your-dolibarr-instance.example.com/custom/bankimportplus/bankimportplus_eb_callback.php
https://your-dolibarr-instance.example.com/custom/bankimportplus/bankimportplus_privacy.php
https://your-dolibarr-instance.example.com/custom/bankimportplus/bankimportplus_terms.php
Finally, click Register.
private_key.pem file you
generated with OpenSSL in step 4.
After registration, the app appears in the Control Panel with the status Inactive. To activate the application, you need to link your own bank account (the account from which you want to import transactions) to the Enable Banking app.
Click the Activate by linking accounts button.
Three selection fields appear:
Then click Link.
You will be redirected to Enable Banking's authentication page. Click Continue authentication to proceed.
Complete the authentication using your bank's e-banking app – typically via a push notification, QR code scan, or SMS code. After successful authentication, the app is activated and your bank account is linked.
Copy private_key.pem to the server running Dolibarr – but outside the web directory (not inside htdocs!). Note the full path, e.g.:
/home/dolibarr/keys/private_key.pem
Go to: Administration → Modules/Applications → BankImportPlus → Settings (gear icon). Enter the following values:
/home/dolibarr/keys/private_key.pem)Click Save. The Enable Banking submenu now appears in the BankImportPlus left menu.
Once the settings are saved, you can connect your bank account:
If your bank returns multiple accounts after authentication, a selection page appears – choose the desired account and confirm.
To remove an existing EB connection, click the Delete icon next to the relevant account in the connection list.
Fetching transactions is always done manually. There is no automatic background process – you decide when to retrieve new entries from your bank.
The module automatically tries to match each imported transaction to an open invoice or a business partner in Dolibarr. It works in this order:
If no automatic match is found, you can manually select the invoice and business partner from a dropdown list in the import preview.
The Statistics menu provides two reports:
Select the month and year from the dropdown at the top and click Show.
Under Export you can download your imported bank transactions in various formats:
Select a date range (From – To) and optionally a specific bank account. If no account is selected, all accounts are exported. Then click Generate Export.
Under Import History you will find a complete record of all past imports. For each import, the following information is displayed:
The history serves as an audit trail and makes it easier to investigate unclear imports.
The module settings page is accessible via: Administration → Modules/Applications → BankImportPlus → Settings (gear icon).
| Setting | Description |
|---|---|
| Automatically mark invoices as paid | When enabled, a matched invoice is automatically set to "Paid" during import. Enabled by default. |
| Enable Banking App ID | The Application ID from the Enable Banking Control Panel – required for all EB features. |
| Enable Banking private key path | Full server path to the RSA private key file. The file must be stored outside the web directory (not inside htdocs!). |
| Enable Banking debug logging | Enables detailed logging to the Apache error log. Only activate for troubleshooting – leave disabled during normal operation. |
| EB duplicate detection buffer days | Number of days by which the date range is extended for Enable Banking duplicate detection. Default: 5 days. Increase this value if transactions with a value date just outside the fetched period are incorrectly detected as duplicates. |
| Landing page after import | URL of the page to redirect to after a successful import. Default: the BankImportPlus start page. |