---
title: "Legacy CSV Bank Activity Map Fields Window"
slug: "legacy-csv-bank-activity-map-fields-window"
description: "Legacy CSV Map Fields window: map date, debit, credit, and description columns to R365 fields for bank activity import."
updated: 2025-10-14T17:36:08Z
published: 2025-10-23T11:00:22Z
canonical: "docs.restaurant365.com/legacy-csv-bank-activity-map-fields-window"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Legacy CSV Bank Activity Map Fields Window

[Bank activity](/doc/docs/bank-activity-overview) can be [imported using a CSV file](/doc/docs/import-csv-bank-activity). When importing, the columns in the CSV file must be mapped to their corresponding columns on the [Bank Activity page](/doc/docs/bank-activity-page). The CSV Map Fields window opens during the import process, allowing users to map the columns from the CSV file to those on the Bank Activity page. Once created, saved mappings can be [viewed, edited and deleted](/doc/docs/manage-csv-mapping) as needed.

---

## Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9EFOKXL9.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Saved Mapping | Click to open and view saved mappings. Once a mapping is selected, the mapping fields #2-#7 are populated from a previously imported file. |
| **2** | Date | The column in the imported CSV file that contains the date of the bank activity. Click to open a dropdown of the column names from the imported CSV file. The data under the selected column will be imported to the **date** column on the [bank activity page.](/doc/docs/bank-activity-page) |
| **3** | Debit Amount | The column in the imported CSV file that contains the debit amount. Click to open a dropdown of the column names from the imported CSV file. The data under the selected column will be imported to the **debit** column on the [bank activity page.](/doc/docs/bank-activity-page) > [!NOTE] > This field can be the same as the credit selection if the bank file uses a single column for both debits and credits. In such cases, negative amounts are treated as debits, and positive amounts are treated as credits. |
| **4** | Credit Amount | The column in the imported CSV file that contains the credit amount. Click to open a dropdown of the column names from the imported CSV file. The data under the selected column will be imported to the **credit** column on the [bank activity page.](/doc/docs/bank-activity-page) > [!NOTE] > This field can be the same as the debit selection if the bank file uses a single column for both debits and credits. In such cases, negative amounts are treated as debits, and positive amounts are treated as credits. |
| **5** | Name | The column in the imported CSV file that contains the name. Click to open a dropdown of the column names from the imported CSV file. The data under the selected column will be imported to the **name** column on the [bank activity page.](/doc/docs/bank-activity-page) > [!NOTE] > The Name field accepts a maximum of 181 characters. > > Exceeding this limit may result in an import error. |
| **6** | Comment | The column in the imported CSV file that contains the comment. Click to open a dropdown of the column names from the imported CSV file. The data under the selected column will be imported to the **comment** column on the [bank activity page.](/doc/docs/bank-activity-page) > [!NOTE] > The Comment field accepts a maximum of 300 (excluding spaces). > > If spaces are included in the CSV file, the system will still accept a total of 300 characters but will automatically remove the spaces during the import. > > Exceeding this limit may result in an import error. |
| **7** | Transaction Number | The column in the imported CSV file that contains the transaction number. Click to open a dropdown of the column names from the imported CSV file. The data under the selected column will be imported as a suffix to the **name** column on the [bank activity page.](/doc/docs/bank-activity-page) |
| **8** | Save mapping for future CSV imports | Saves the mapped fields to be used in future imports. When importing CSV files, users will have the option to select ‘Saved Mappings’ (#3). |
| **9** | Name | User entered name for the saved mapping. > [!NOTE] > The Name field is only displayed when the ‘Save mapping for future CSV imports’ (#8) checkbox is selected. |
| **10** | Save Mapping & Import/ Import | When ‘Save mapping for future CSV imports’ (#8) is selected, the button displays as ‘Save Mapping & Import’. When ‘Save mapping for future CSV imports’ (#8) is not selected, the button displays as ‘Import’. **Save Mapping & Import:** Saves the mapped fields for future use and imports the transactions on the CSV file. **Import:** Imports the transactions on the CSV file. |