--- title: "Manage CSV Bank Activity Mapping" slug: "manage-csv-mapping" description: "Create, edit, and delete saved CSV field mappings used when importing CSV bank activity files into R365." updated: 2026-05-13T13:51:13Z published: 2026-05-13T13:51:13Z canonical: "docs.restaurant365.com/manage-csv-mapping" --- > ## 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. # Manage CSV Bank Activity Mapping > This article references the [New Bank Activity Experience](/doc/docs/bank-activity-overview) which is being enabled for all customers through January 2026. > > Learn more about the [Bank Activity update](/doc/docs/bank-activity-update-2025). > > See [Legacy Bank Activity documentation](/doc/docs/legacy-bank-activity-1) [Importing CSV bank files](/doc/docs/import-csv-bank-activity) requires mapping of bank data to R365 [Bank Activity](/doc/docs/bank-activity-import-overview) columns. Once saved, users can view, edit, or delete saved mappings in the [CSV Map Fields Window](/doc/docs/csv-map-fields-window). The import process must be completed to edit saved mappings. --- ## Security To view, edit, or delete saved CSV mappings, users must have the following permission: - Banking → Bank Activity → Process Bank Activity --- ## View Saved Mappings A file must be imported to open the [CSV Map Fields window](/doc/docs/csv-map-fields-window) and view saved mappings. *Click steps to expand for additional information and images.* ****1) Download** bank activity from the bank website.** Users can download bank transactions from their desired bank account and date range. Example Screenshot: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AKE0KDF2.png) ****2)** Navigate to the [**Bank Activity page**](/doc/docs/bank-activity-page).** A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7Y11KQWE.png) The [Bank Activity page](/doc/docs/bank-activity-page) will open. ****3)** Click the **Retrieve Activity dropdown**, then select **Upload Bank Activity File.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6RCSM79Y.png) ****4)** Select the **Bank Account** to upload transactions to.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6S52B4F2.png) ****5)** Select the **CSV File Type**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A3UC1MD1.png) ****6)** Click **Select Files** to open the files explorer.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PA4Y2SRR.png) ****7)** Navigate to the folder the bank activity was downloaded to.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-743PT51X.png) ****8)** Find and select the downloaded **bank file.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LJGDZ4CR.png) The [Map Fields window](/doc/docs/csv-map-fields-window) will open. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RYK4IS9Z.png) ****9)** Click the **Saved Mapping** dropdown to view all saved mappings.** Selecting a saved mapping will display the saved fields. From there mappings can be edited and saved. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7LHDZ7MD.png) ## Edit Saved Mappings A file must be imported to open the [CSV Map Fields window](/doc/docs/csv-map-fields-window) and edit saved mappings. *Click steps to expand for additional information and images.* ****1) Download** bank activity from the bank website.** Users can download bank transactions from their desired bank account and date range. Example Screenshot: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-54WLWWI0.png) ****2)** Navigate to the [**Bank Activity page**](/doc/docs/bank-activity-page).** A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7Y11KQWE.png) The [Bank Activity page](/doc/docs/bank-activity-page) will open. ****3)** Click the **Retrieve Activity dropdown**, then select **Upload Bank Activity File.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V61KF2D6.png) ****4)** Select the **Bank Account** to upload transactions to.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6S52B4F2.png) ****5)** Select the **CSV File Type**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A3UC1MD1.png) ****6)** Click **Select Files** to open the files explorer.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PA4Y2SRR.png) ****7)** Navigate to the folder the bank activity was downloaded to.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-743PT51X.png) ****8)** Find and select the downloaded **bank file.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LJGDZ4CR.png) The [Map Fields window](/doc/docs/csv-map-fields-window) will open. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LH6YWY7I.png) ****9)** Select the **Saved Mapping** from the dropdown menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JZZ61IW3.png) ****10)** Edit the desired [fields](/doc/docs/csv-map-fields-window).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K7RZSWA3.png) > [!NOTE] > The Name field accepts a maximum of 200 characters. Exceeding this limit may result in an import error. > [!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. ****11)** Click the checkbox to **Save mapping for future CSV imports.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IN11ZDKH.png) ****12)** Enter the name of the previously saved mapping to override the old mapping.** Ensure the entered name matches the previously saved mapping name exactly. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N6CAP96Z.png) ****13)** Click **Save Mapping & Import .**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W4T3F0N6.png) The updated mapping will override the previous mapping. --- ## Delete Saved Mappings A file **must be** imported to open the [CSV Map Fields window](/doc/docs/csv-map-fields-window) and delete saved mappings. *Click steps to expand for additional information and images.* ****1) Download** bank activity from the bank website.** Users can download bank transactions from their desired bank account and date range. Example Screenshot: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N7UZ9YO0.png) ****2)** Navigate to the [**Bank Activity page**](/doc/docs/bank-activity-page).** A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7Y11KQWE.png) The [Bank Activity page](/doc/docs/bank-activity-page) will open. ****3)** Click the **Retrieve Activity dropdown**, then select **Upload Bank Activity File.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RMOB17FT.png) ****4)** Select the **Bank Account** to upload transactions to.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6S52B4F2.png) ****5)** Select the **CSV File Type**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A3UC1MD1.png) ****6)** Click **Select Files** to open the files explorer.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PA4Y2SRR.png) ****7)** Navigate to the folder the bank activity was downloaded to.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-743PT51X.png) ****8)** Find and select the downloaded **bank file.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LJGDZ4CR.png) The [Map Fields window](/doc/docs/csv-map-fields-window) will open. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PXVXMCT2.png) ****9)** Click the **Saved Mapping** dropdown to view all saved mappings.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MS12X6PV.png) ****10)** Click the **trashcan button** next to the mappings to be deleted.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YIN1FEWH.png) ****11)** Click **delete** in the confirmation window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O6QJSVOM.png)